The two-week commercial diagnostic

The margin you’re leaving on the table.

We show you where margin leaks, how much is recoverable, and the exact levers to get it back — from one data export, in your browser, in two weeks.

A taste of the output€5.8M recoverable
Value-at-stake bridge: current gross margin of €63M, the win-back, leakage, cross-sell and win-rate levers, and a potential of €68.8M against a plan of €68.2M
Value-at-stake bridge against plan — anonymized €213M industrial book.
On plan on top — bleeding underneath

Your P&L looks fine. Your margin quality doesn’t.

An on-plan top line is easy to mistake for a healthy one — the revenue number can’t tell you whether volume is really growing or just price, whether margin is keeping pace with cost, or whether discounts still track account size. The diagnostic answers those, and sizes what’s worth fixing.

−2.1%
real volume — down while margin fell too, so it isn’t volume traded for richer margin.
−€5.2M
gross margin below plan (−2.2pp) — price tracked inflation; cost outran it.
51%
of the input-cost rise reached your price — the rest came straight out of margin.
€2.9M
mispriced by account size — recoverable without touching total discount.

Figures from a recent diagnostic · anonymized €213M industrial book.

What the diagnostic gives you

A board-ready X-ray of your commercial engine.

A commercial health monitor

Where each step of your commercial engine stands, from at risk to strong — a verdict, not a data dump.

The € at stake, sized

Every recovery lever quantified and sequenced — quick wins first.

The accounts & lines to fix

Named accounts and SKUs, ready for the sales conversation — not themes.

Your data never leaves

Runs in your browser on one export. Nothing is uploaded or stored.

Exhibit · health monitor6 steps · 4 stages
Health monitor: the commercial dimensions by step of commercial excellence, each scored and placed on a stage from at risk to strong
Every dimension scored from the data and staged from at risk to strong — anonymized €213M industrial book.
The analysis your BI can’t do

Are your deepest discounts going to your biggest customers?

Size-fair pricing reallocates the same discount pool by account size — the biggest accounts earn the deepest prices, the smallest earn the premium. Then it flags every account priced like a giant that isn’t.

€2.9Mrevenue-neutral
  • 103 accounts discounted more deeply than their size warrants.
  • Recoverable at no change to total discount — no price war, no volume risk.
  • Your key accounts keep their earned discounts. We surface only the mismatches — account by account.
Deserved vs. actual index by sizesize-fair
Deserved versus actual pricing index by account size: the size-fair line and every account, amber where discounted beyond its size
Amber = discounted beyond their size. Anonymized €213M book.
Inside the tool

Every figure traced. Every lever sized. Every action measured.

The diagnostic runs on a working tool, not on spreadsheets and hand-built slides. These are its screens, on the same anonymized €213M book — every number computed from the transaction lines, none of it typed in.

Findings with a type, a number and a move.

Each card is one type from a fixed catalogue of 38 — its figures read from your data, the euro it is worth, what it means and the move it points to. Ranked by severity, then by euro.

Key findings
Key findings: the diagnosis headline with the value at stake, and the finding cards, each with its type, severity, euro, so-what and move

The plan gap, taken apart to the euro.

Plan margin to actual in four effects — volume, mix, price and cost — then by territory and by category. The pieces add up to the gap exactly, so the discussion starts from what moved, not from who missed.

Gap to plan
Gap to plan: the gross-margin gap split into volume, mix, price and cost effects, with the bridge and the gap by territory and by category

Where the year lands — three ways.

Trend, seasonal run-out and plan delivered, each named with the assumption it makes and read as a cumulative gap to last year and to plan. The room between them is the uncertainty.

Forecast & seasonality
Forecast: the year's net sales, gross margin and margin rate on the seasonal run-out, and the cumulative gap to the prior year for three scenarios

Pull the levers before you commit.

Set what the business can actually do: every lever is sized from the real book, and the bridge shows where the year lands against plan. Save a scenario and compare it with the next, lever by lever.

Scenario simulator
Scenario simulator: the capture assumptions with the euro each one unlocks, where the year lands against plan, and the bridge from actual to projected gross margin

Actions that measure themselves.

Every activity freezes the potential it works on, and every new export measures it again. Progress is what the data shows — not what someone reported.

Activity planning
Activity planning: the open activities against the potential and the plan gap, each with its target, its expected euro and what the data has closed since it was frozen

One account, the whole picture.

Revenue, margin, forecast and plan attainment against its peers; the six steps of commercial health with the rule behind every light; the findings that fire on that one account.

Customer deep dive
Customer deep dive: one account's risk and upside, its revenue, margin, forecast and plan attainment against peers, and its commercial health on six steps

Live screens — anonymized €213M industrial book. Your team keeps the tool after the diagnostic.

Board-ready by default

One click turns the analysis into a deck for the board.

No reformatting, no copy-paste into slides. The diagnostic exports itself — cover, health scorecard, the € at stake, the size-fair analysis, the roadmap — as an editable PowerPoint, sized and captioned, ready to present.

⤓ Export → PowerPoint · or PDF
Exported slide 1
Exported slide 2
Exported slide 3
Exported slide 4

An actual export — anonymized €213M industrial book. Charts stay editable; every figure traces to a transaction.

Beyond the diagnostic

Then it becomes your team’s commercial cockpit.

The engine doesn’t leave when the audit ends. Start with the two-week diagnostic — then keep it as an ongoing subscription your commercial team runs itself, refreshed on every new export and ready before every decision.

Before every negotiation

Pull any account’s size-fair position and pricing index in seconds — walk in knowing exactly where the discount should land.

Every month-end

Refresh on the latest export: the health monitor, the forecast and every planned activity are measured again — see the recovered margin actually land.

Deal-desk guardrails

Turn the size-fair line into policy — flag off-line discounts before they’re signed, not after.

Quarterly board pack

One click regenerates the board-ready deck each quarter — no scramble before the QBR.

How it works — and why you can trust it

Two weeks. One export. Nothing leaves your building.

No IT project, no data warehouse — the engine runs in your browser and hands back a board-ready deck.

1
You provide

One data export

Trailing twelve months of invoice lines, costs and customers. That’s the whole ask.

2
We run the engine

The full analysis

Pricing, mix, retention, the size-fair reshuffle and the buy side — all from the one export.

3
You get

A board-ready read

The health monitor, the € at stake, prioritized measures and a roadmap — plus the live tool to keep.

Deterministic

No black box — every figure traces to a transaction line.

Private

Runs in your browser; your data never leaves the building.

Fast

Two weeks from export to a board-ready readout.

Universal

Derived from your data, not a template — any commercial book.

The next step

Start with a two-week diagnostic on one export.

See it on a live example, then on your own data — before you commit to anything.

Book a diagnostic Download the one-pager