Sales & gross profit
Last 6 monthsSalesGross profit
MarginLens interactive demo
Make sense of your sales.
Click any customer name to see their full profile. Have a play with our sample reports, change the sales bands for CVG, and see which customers might need a friendly check-in. Explore a portfolio of 260 fictional technology-sector customers and three years of sample transactions, plus products, sales reps and invoice-level reports. Every company and figure is invented.
260 fictional tech customers · 36 months of data · no sign-in neededThe demo contains 260 fictional technology businesses across cybersecurity, payments, gaming, design, robotics, software, digital media and more. CVG is based on sales value only, never gross profit. Gross profit is reported separately.
YOUR BUSINESS AT A GLANCE
Sales overview
What’s moving, what needs attention, and where to focus next.
Top 5 customers
Selected periodCVG trends
Last 6 monthsGold & Platinum share of active customers · rolling 12-month sales
What stands out?
From the sample dataMonthly performance history
Last 12 months ending in the selected reporting month. Historical monthly targets use the preceding 13 months where available.
| Month | Sales | Gross profit | GP% | Monthly target | Variance £ |
|---|
Customers to keep an eye on
Top 20 are prioritised by ordering gap and sales decline. This list flags customers with significant sales declines, a gap in ordering or a sharp margin drop. A customer can appear for more than one reason. Changes reflect the period selected above.
Customer Value Groups (CVG)
Sales value, rolling 12 monthsSet the minimum annual sales needed for each group. We'll compare each customer's latest rolling 12-month sales with the 12 months before that. A group movement is different from a sales decline: both matter.
Groups are Small (below Bronze), Bronze, Silver, Gold and Platinum. CVG bands are configurable; the thresholds must be strictly increasing.
Customers in each group
Previous 12 months versus latest 12 months
Customer movement summary
Who's moved between groups?
Monthly customer sales targets
13 previous periods · best 1 and worst 4 removedFor each customer, take the 13 complete months before the selected reporting month. Remove the highest month and the four lowest months, then average the eight remaining months. Compare that target with sales in the selected month. A month with no sales counts as £0. Ties are resolved chronologically.
Click a customer for a full 13-period target breakdown. Customers without 13 prior months of reporting history are not assigned a target.
Customer profitability
Showing the 20 highest-sales customers initially. Search the portfolio or download the full CSV. Look for customers with healthy sales but tighter margins. CVG groups are always calculated using sales, not this GP table.
Product performance
Sales, GP and customers by product. All records are fictional and derive from the same customer sales totals.
| Product | Current sales | Previous sales | Change % | Current GP | Previous GP | GP change % | GP% | Customers |
|---|
Sales representative performance
Sales and GP by representative. Each customer has an assigned fictional rep. All records are fictional and derive from the same customer sales totals.
| Sales representative | Current sales | Previous sales | Change % | Current GP | Previous GP | GP change % | Customers | Orders |
|---|
Sales rep monthly targets
13 completed months · remove highest and lowest fourTargets use the same eight-month average as customer targets. Actuals are for the selected reporting month (independent of the comparison selector).
| Sales rep | Monthly target | Actual sales | Variance £ | Variance % | Status |
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Order analysis
Distinct invoices, order lines and average order value. All records are fictional and derive from the same customer sales totals.
| Invoice | Customer | Sales rep | Lines | Sales |
|---|
Customer product opportunities
Previously purchased products with no current-period purchases, and products with materially declining sales. All records are fictional and derive from the same customer sales totals.
| Customer | Product | Prior sales | Current sales | Opportunity |
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Does this feel useful?
We're building MarginLens for smaller businesses that want practical reports without a hefty price tag.
Planned founding price: £20/month. No subscriptions are being sold yet.
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