Margin by Customer Overview
📕 Description
Margin by Customer computes the margin on material and margin on material and delivery from each customer. It ranks customers on based on profitability to help you act on opportunities to improve underperforming customers or harvest more business from your top performers.
🎯 Management Questions
- What margin is generated from each customer?
- Which customers are the most or least profitable?
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For less profitable customers, which factors are impacting their margin? Is it due to selling price, material cost or delivery cost?
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For which customers do we have an opportunity to improve their margin?
💰 Opportunities
Timeframe: Last 3 months
Opportunities are calculated based on the margin generated from each individual customer, job site, project or product versus the all customer average.
Opportunity values vary based on the date range, plants, customers and market segments selected.
Learn more about how we calculate opportunities here.
❓FAQ
1. What is the difference between MoM and MoMD?
MoM refers to the margin on materials. This includes the selling price of concrete related items minus the cost of concrete related items.
MoMD refers to the margin on materials after delivery. This layers on top of MoM the revenue from any logistics/delivery related line item and the cost of the delivery based on load size, round trip time and hourly trucking cost or for users who are submitting a cartage delivery cost, this value is used as the delivery cost.
📊 Data Inclusion
Cancelled deliveries are excluded
Pick up deliveries can be included within the dashboard settings
✅ Data Requirements
Dispatch stream required including access to invoicing and material cost data