Profit Scan
Protect Your Bottom Line
Profit Scan transforms Business Central into a high-performance profitability engine, giving you the tools to find, fix, and prevent margin leaks across your entire sales order process.
Real-time margin protection
Stop discovering losses when It’s too late to intervene
Do you know how many orders fail to meet a minimal margin target? Most distributors lose 2-5% of their margin to unauthorized discounts, outdated pricing, and manual entry errors. Without real-time visibility, these leaks aren’t discovered until month-end reports are finalized and the profit is already gone. The root of the problem stems from:
Missing ERP Guardrails
Out of the box, Business Central does not calculate or enforce margins at the line-item level, creating a massive financial blind spot.
Inefficient Manual Reviews
Without integrated tools, managers waste hours hunting through documents to catch pricing discrepancies, a tedious process that stalls order velocity.
Reactive Reporting
Relying on month-end reviews to catch unprofitable orders leaves money on the table.
The solution
Profit Scan
Shift your business from reactive damage control to proactive protection, ensuring every order is audited at the point of entry, not weeks after fulfillment.
How it works
From Installation to margin insight in 10 minutes
Stop flying blind. Connect Profit Scan to your live data in ten minutes or less and instantly see exactly how much money is currently being left on the table.
Step 1
Simple setup
Because Profit Scan lives natively inside Business Central, there are no complex integrations or data connections to manage. You simply activate the extension in minutes—no consulting hours required.
Step 2
Set your guardrails
Establish your baseline profitability goals. Whether you need a simple company-wide target or granular goals for specific item categories and dimensions, you can input your rules and begin scanning immediately.
Step 3
Identify at-risk orders
Profit Scan instantly evaluates your open documents. Within the first 10 minutes, you will see a real-time red or green status on every open quote and order, pinpointing exactly where margin is leaking.
Better, faster, easier
Real-time protection, not just reporting
Protect every dollar
Catch margin-eroding errors in real time, preventing bad deals from quietly leaking profit before they ship.
Automate profit checks
Instantly evaluate every quote and order in seconds, eliminating 70% of tedious manual margin reviews.
Gain clear margin visibility
Color-coded status indicators and embedded margin insights show reps real-time order profitability.
Interactive Tour
Experience Profit Scan in action
Ready to see how easy it is to defend your margins? Take our interactive product tour to see how Profit Scan identifies leaks and streamlines approvals without leaving Business Central.
zero leaks, pure profit
Purpose-built margin protection for Business Central
Defend your bottom line directly in Business Central. Profit Scan guarantees profitability on every transaction by catching margin leaks before they reach invoice.
Stop profit leaks at the point of entry, before unprofitable orders ever reach invoice.
Stop profit leaks at the point of entry, before unprofitable orders ever reach invoice.
Gain visibility into every quote and order instantly to highlight margin violations directly at the point of entry.
Display real-time, color-coded margin indicators directly on the sales document to make profitability instantly visible.
Embed financial metrics and margin variances directly into Business Central screens to expose the exact dollar loss on underperforming lines.
Take complete control of your profitability with a flexible, system-enforced margin framework that adapts to your complex pricing strategies, eliminating manual calculations.
Take complete control of your profitability with a flexible, system-enforced margin framework that adapts to your complex pricing strategies, eliminating manual calculations.
Establish a universal, company-wide margin percentage as the baseline profitability goal for all sales documents.
Define granular margin goals down to the specific item, category, or dimension using priority tiers (e.g., 30% for high-priority SKUs, 20% for the category) to ensure the right rule is always applied.
Exclude specific items or subcategories from calculations so they don't artificially skew your document's overall margin score.
Transform reactive month-end reporting into proactive profit protection with real-time dashboards that instantly surface margin risks, quantify leaks, and validate pricing strategies.
Transform reactive month-end reporting into proactive profit protection with real-time dashboards that instantly surface margin risks, quantify leaks, and validate pricing strategies.
View all open quotes and orders falling below target margins, alongside a real-time summary of potential profit at risk.
See every low-margin sales line in a single view to instantly drill down and fix specific items eroding profit.
Quantify the financial impact of bypassed controls by tracking exactly how much money moved into posted invoices without proper review.
Validate margin strategies by retroactively applying new targets to your last 365 days of sales to see exactly how your business would have performed.
Manage margin exceptions, insantly communicate with reps, and track high-risk orders while preserving a strict audit trail.
Manage margin exceptions, insantly communicate with reps, and track high-risk orders while preserving a strict audit trail.
Require mandatory reason codes when accepting low-margin orders to securely log decisions and clear them from dashboards.
Alert sales reps instantly using automated email templates pre-filled with the order's specific margin gap data.
Follow specific problem documents to easily track them from a personalized dashboard.
Maintain a built-in audit trail tracking exact actions taken, when, and by whom, including reason codes and user comments.
Better together
The SalesPad for BC product suite
Profit Scan, part of the SalesPad for BC product suite, provides the margin intelligence required to protect your bottom line. By combining real-time profit protection with the workflow power of Mission Control and the behavioral insights of Customer IQ, you transform Business Central from a static system of record into a high-velocity fulfillment engine that automatically identifies risk and prioritizes growth.
Order workflow intelligence
Supercharge your sales order management with no-code workflows, process automation, and real-time visibility that streamlines fulfillment and enforces operational safeguards.
Real-time margin protection
Protect your bottom line with real-time margin scanning that detects financial risk and flags low-margin or non-compliant orders before they are processed.
AI-powered customer insights
Transform customer data into actionable strategy. Gain immediate visibility into an account’s financial contribution and use AI-powered behavioral analysis to identify customers at risk of leaving.
All within
Profit Scan + Mission Control
Automated margin enforcement for every order
While Profit Scan identifies financial risk, Mission Control provides the enforcement. Instead of manually building complex margin rules into your workflows, Mission Control simply reads the real-time statuses generated by Profit Scan. When a “missing target” status is detected, Mission Control automatically intercepts the document, enforces unique business rules, or reroutes the order for manager approval. This synergy ensures that unprofitable orders don’t reach the warehouse.
Customer IQ
AI-powered customer insights
FAQ
How difficult is it to install and configure?
Because Profit Scan lives natively inside Business Central, there are no complex deployments or data connections to manage. You simply activate the extension and input a company-wide base target margin to instantly start evaluating open quotes and orders for margin leakage.
What document types does Profit Scan work with?
Profit Scan is configured to work directly with sales quotes and sales orders. The system also takes a snapshot of a document as it transitions from a quote to an order and into an invoice, meaning your critical margin data can always be referenced on your sales quote and sales order archives
Can I set different margin targets for different types of products
Absolutely. While you can use a blanket base target margin, Profit Scan includes a priority-based engine that allows you to configure granular item sub targets. You can define specific, customized margin goals based on an Item, Item Category Code, Inventory Posting Group, Dimension, or Tax Group.
What if I have items that shouldn't be calculated into my margin, like freight or free samples?
Profit Scan features customizable item exclusions. Administrators can exclude zero-cost or zero-price items—such as freight, free replacement parts, samples, or service fees—so they are omitted from the overall calculation and do not artificially lower your document’s target margin.
Do I need Mission Control to use Profit Scan?
No, Profit Scan provides powerful independent value as a real-time visibility and margin analysis tool. However, they operate as a seamless better together solution. Profit Scan acts as the ultimate source of truth for all margin calculations, and Mission Control’s workflow engine can read those margin statuses to automatically intercept, reroute, or require mandatory approvals for any orders that fall out of compliance.