Protect Your Bottom Line With Profit Scan

If we can’t identify at least $20,000 in unrealized profit using your live Business Central data, we’ll give you a $200 gift card for your time.

What to expect

Quick Intro

A 15-minute call to align on your goals and ensure your business meets criteria for this program (product-centric distributor with $5M+ annual revenue).

Guided Install

On a follow-up call, we’ll work with you and your Business Central Admin to connect Profit Scan to your live environment.

Immediate Profitability Insights

In under 10 minutes, we’ll pinpoint exactly where you’re leaking margin. If the math doesn’t add up to $20k in unrealized profit, the $200 is yours.

Find out how much are margin leaks are costing you?

Optimize your profitability and prevent margin leaks with Profit Scan

Profit Scan transforms Business Central into a high-performance profitability engine, giving you the tools to find margin leaks across your entire sales order process.

STOP FLYING BLIND

From Installation to Margin Insight in 10 Minutes

Connect Profit Scan to your live data during our guided session and instantly see exactly how much money is currently being left on the table.

Set your guardrails

Input your target margin (e.g., 20%). Our team helps you set global goals or granular targets for specific item categories, customer groups, or dimensions.

Identify and resolve at-risk orders

Instantly see a real-time red or green status on every open quote and order in your system. We’ll help you identify exactly where money is currently leaking and fix pricing errors before they ship.

The results?

If we can’t find $20,000 in potential margin recovery across your documents, we’ll send you a $200 gift card.

Automatic profit protection

Defend Your Margins in Real Time

Profit Scan is more than a one-time audit tool; it is a permanent enforcement layer for Business Central. It maintains the integrity of your bottom line by automatically enforcing your pricing strategy, ensuring that profit is captured at the point of entry, every single time.

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central

Real-time visibility of margin leaks

Protect your bottom line at the point of entry. Profit Scan automatically analyzes all your quotes and orders in seconds, using red or green indicators and granular calculated columns inserted directly within Business Central to instantly flag negative margins, pricing errors, and target variances before they cost you.

Enforce guardrails that automatically flag underperforming orders

Protect profitability on every order. Profit Scan allows you to establish a company-wide base margin target while utilizing a priority-based engine to set granular sub-targets by item, category, dimension, or product group. Automatically exclude items or subcategories, like freight or zero-cost service items, to ensure your margin alerts are always accurate, allowing you to enforce strict guardrails automatically.

Create accountability across your process

Drive immediate resolution with built-in tools for manager intervention. Profit Scan empowers leaders to “accept” or “revert” low-margin orders with mandatory reason codes, creating a complete audit trail of every pricing decision. With one-click emailing, managers can instantly question sales reps on specific margin gaps. The system automatically pulls real-time order data into the message to ensure total transparency and accountability across the sales team.

Comprehensive profitability dashboards

Gain a single, real-time view of your profitability to visualize every dollar at risk. Profit Scan’s centralized dashboards allow executives to instantly spot open quotes and orders falling below target margins, with the ability to drill down from high-level margin leakage KPIs into the specific line items eroding profits. By testing your current margin target against the last 365 days of historical sales data, you can transition from reactive month-end reporting to a proactive strategy that stops margin erosion before fulfillment begins.

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central