One definition of margin
Margin is defined once and applied the same way in every report, board and answer, so Finance and Sales stop reconciling numbers.
Revenue & Margin Intelligence
Know what moved revenue and margin, and why, with numbers Finance can defend.
Built for
- CFO and Finance
- Revenue Operations
- Pricing
Systems involved4 connected
- ERPInvoicesCost of goods
- CRMAccountsRenewals
- Data warehouseRevenue by product line
- ContractsRenewal terms
Conversational Analytics
AI-powered insights through natural conversation
Why did gross margin decline this quarter, which customers are driving it, and what should we do?
Gross margin fell 2.6 points to 38.4% in Q3, the lowest in eight quarters.
What drove it
- Above-policy renewal discounts (−1.4 pts): six enterprise renewals closed at 22–31% against a 15% limit.
- Hardware fulfillment cost (−0.8 pts): up 11% quarter over quarter.
- Shift toward Services (−0.4 pts): Services grew from 18% to 23% of revenue.
Recommended next step: Extend discount approval to renewals and review six accounts. Closes the gap that produced most of the decline without changing list prices.
Q3 vs Q2 · points of margin
AI can make mistakes. Check important info.
Outcomes
What changes for your team.
Drivers, not just totals
See which customers, products, regions and discount decisions moved the result, ranked by how much each one contributed.
Policy exceptions surfaced
Discounts approved outside policy are flagged with the approver and deal attached, so leakage is caught before it compounds.
Test changes first
Model pricing and policy changes against your own history before you commit, and see the expected impact on revenue and margin.
Related
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