Revenue you cannot make money on is worse than no revenue. This checks every quote against a floor before it goes out, and explains what to change.
What's Included
- A margin floor per job type because a supply job and a service job differ.
- A live margin figure recalculated as the quote is edited.
- A hard stop below the floor that needs a person to override it.
- An assistant that says what to change to reach the floor.
How To Use
- Set the floor from real overhead, not from a comfortable round number.
- Show margin next to price at all times. Hidden margin gets given away.
- Make the override a decision by a named person, recorded.
- Review overridden quotes monthly. They are your pricing problem in a list.
Keep the inputs current through the price book manager, and control the leakage with the discount approval matrix.