Margin Watch
Margin Watch answers an uncomfortable question: which of your live records are billing below what they cost you? It compares retail against carrier cost across the base and flags everything that is losing money, costing an unknown amount, or sitting below your margin floor.
It needs the CRM module and access to the carrier charge fields, because it exposes buy prices.
When to Use This Report
Section titled “When to Use This Report”- Find records that have drifted below cost after a carrier price rise
- Find records whose cost is unknown, so you cannot tell whether they are profitable
- Check the base against a target margin before a price review
- Quantify the total profit leak
The two modes
Section titled “The two modes”A mode filter chooses what “margin” means:
- Configured - live active features priced as they are set up now, comparing the retail price against the recorded carrier cost. Use this to check your pricing.
- Billed - the transactions actually generated in a date range, comparing what you billed against what it cost. Use this to check what really happened.
Configured mode answers “is our pricing right?”; billed mode answers “did we actually make money?” They can differ, which is usually the interesting part.
Measures
Section titled “Measures”| Column | Meaning |
|---|---|
| Records | How many records are covered |
| Revenue | Retail value |
| Cost | Carrier cost |
| Margin | Revenue less cost |
| Margin % | Margin as a share of revenue |
| Below Cost Records | Records priced below what they cost |
| Missing Cost Records | Records with no recorded carrier cost |
| Below Floor Records | Records under your configured margin floor |
| Profit Leak | The money the flagged records are costing you |
Important: a record with no recorded carrier cost is counted as missing, never as free. Treating an unknown cost as zero would make a loss-making record look like pure profit, so the report separates the two and asks you to fill the gap.
The margin floor comes from the Margin Watch Floor (%) setting under the CRM module.
Filters
Section titled “Filters”For general guidance, see Using Reports. Alongside the mode filter, the report takes the common customer filters and a date range for billed mode.
Related pages
Section titled “Related pages”- Usage and pricing for margin on a deal before you win it.
- Call Costs Report for margin on call traffic specifically.