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Commercial diagnostics

Margin Leakage Examiner

A focused review of your sales records, customer prices and terms. Identify unexplained pricing, discount and invoicing differences, with the supporting evidence your team needs to investigate.

Discuss a margin review

Start with a short conversation. No transaction files needed.

Check what you agreed to charge against what you invoiced.

A small price difference can be easy to miss across repeat orders. So can a quantity gap, an unexplained discount or an agreed charge missing from an invoice. Margin Leakage Examiner connects the relevant records and accounts for supported adjustments to give your team a focused list of questions to resolve.

Who this is for

Owners, managing directors and finance leaders in B2B wholesalers, distributors, stockholders and trade suppliers. Particularly useful where repeat orders, customer-specific prices and agreed discounts make manual checks difficult.

Inside the work

A difference.
A question. A next step.

This illustrative extract shows the structure of an output. All records and figures are synthetic. It is not client work or evidence of a past result.

PRICING & DISCOUNTSSynthetic illustration · Not a client result

When a 5% discount appears to become 10%.

A distributor’s invoice is compared with the agreed customer price and discount.

Original unit price
£12.00
Agreed customer discount
5%
Agreed price after discount
£11.40
Actual invoiced unit price
£10.80
Quantity invoiced
10,000 units

£6,000 potential underbilling identified

This could be recoverable.

Excluding VAT

The calculation

10,000 × (£11.40 − £10.80) = £6,000

The question to resolve

Was an additional discount authorised, or does this invoice need correcting?

The supporting records

The sales invoice, customer price agreement and any later approved adjustment.

Synthetic illustration · Not a client result. All figures exclude VAT.

Other questions a review can clarify.

Two further synthetic examples.

Quantity reconciliation

200 dispatched.
190 invoiced.

For synthetic record INV-208, the records show a difference of 10 units.

Is it a return, a timing difference or missing billing?

Credit reconciliation

An £80 invoice.
A linked £80 credit.

For synthetic record INV-219, the invoice and credit net to zero.

The linked credit explains the balance in these example records.

The deliverables

Work you can
put to use.

The precise format and depth are agreed around your requirement. A scoped engagement can include:

01

An agreed review scope

The period, data sources, checks and exclusions are agreed in advance. We establish what the available records can reliably support.

02

A clear discrepancy report

Potential pricing, discount and invoicing differences, with amounts where they can be calculated and references to the records behind them.

03

Evidence for each question

The expected position, what the records show and which supporting terms or adjustments still need confirmation.

04

A practical review handover

A focused discussion of the findings, their limits and the next checks for your team. Repeat examinations can be considered where useful.

A straightforward first step

Start with
the question.

  1. 01

    Tell us where to look

    Discuss your business, the commercial question and the records you can export.

  2. 02

    Agree the examination

    Confirm the checks, fee, timetable and suitable data-sharing arrangements before work begins.

  3. 03

    Review the findings

    Work through the discrepancies and supporting references, then decide which explanations or actions to pursue.

What shapes the brief

The records behind the review.

  • Sales invoice and credit-note exports for an agreed period
  • Applicable customer price lists, terms and approved discounts
  • Order, dispatch or delivery records where relevant to the agreed checks
  • A finance or commercial contact who can explain adjustments and review findings

Please send only a short overview in your initial enquiry. We agree secure handling before requesting any live records.

Good questions

Before we begin.

Direct access. Clear accountability.

A clearer view of
your sales records.

A short conversation can establish whether a focused review would be useful for your business.

Discuss a margin review
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