Wholesale Margin & Fill Rate
Join orders, fulfillment, product cost, freight, rebates, returns, backorders, and receivables in one distributor performance view.
Interactive sample in preparation
What you get
A useful first version with the main workflow already mapped out.
- Customer-SKU margin matrix
- Fill and OTIF exceptions
- Margin bridge
- Constrained-stock allocation
Sample data
Twelve synthetic months of customers, orders, lines, dates, quantities, products, costs, prices, freight, rebates, returns, backorders, invoices, and payments.
Measures included
- Contribution margin
- Fill rate
- OTIF
- Backorders
- Inventory turns
- AR aging
Connect your data
Start with the sample rows, then replace them with the systems you already use.
Postgres
Direct connector
Customer, order, line, fulfillment, product, cost, and payment facts
MySQL
Direct connector
Compatible ERP order, inventory, customer, and receivable tables
CSV
File import
Order, shipment, cost, freight, rebate, return, and payment exports
Google Sheets
Direct connector
Pricing, targets, allocation rules, and scenario assumptions
Make it yours
Describe a change in plain English and keep adapting the tool as the work changes.
- 01Add customer contract-price expiry
- 02Set SKU and customer service targets
- 03Create a margin-below-floor alert
Related templates
See all 65Inventory Reorder & Stockout Planner
Turn demand and lead time into explainable reorder suggestions and cash requirements.
Supplier Scorecard & Risk
Compare suppliers on delivery, quality, lead-time stability, price, and concentration.
Boutique Hotel Revenue Pace
Set rate and channel priorities from occupancy, pickup, and net revenue.