margin-optimisation-coach

Diagnose margin slip in HVAC and plumbing distributor sales data.

Updated Apr 25, 2026
One-click install
npx skills add https://github.com/tenexity/cowork-distributor-plugins --skill margin-optimisation-coach
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: margin-optimisation-coach
Source: https://github.com/tenexity/cowork-distributor-plugins/tree/main/plugins/margin-optimisation-coach/skills/margin-optimisation-coach
Command: npx skills add https://github.com/tenexity/cowork-distributor-plugins --skill margin-optimisation-coach

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps HVAC and plumbing wholesale distributors diagnose margin slip, understand where gross margin is leaking, and turn pasted ERP exports into practical recovery actions.

Core Features & Use Cases

  • Margin Diagnosis: Breaks down gross margin, blended margin, line margin, and freight impact so you can see where profit is moving.
  • Pricing and Quote Guardrails: Helps review matrix pricing, contract pricing drift, override patterns, and quote-desk discipline.
  • Vendor and Customer Analysis: Examines rebate impact, customer profiling, substitution economics, and loss-recovery patterns.
  • Use Case: A branch manager pastes a sales-with-cost export and gets a plain-spoken readout of margin pressure, likely causes, and the next manual actions to take.

Quick Start

Paste your ERP margin export and ask for a margin review that confirms cost basis and freight treatment before any numbers are calculated.

Frequently Asked Questions about margin-optimisation-coach

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I diagnose gross margin slip from my HVAC distributor ERP export?

To diagnose gross margin slip from an HVAC distributor ERP export, paste the sales-with-cost data for a margin review. The system confirms cost basis and freight treatment before calculating gross, blended, and line margins to identify profit leaks.

What is the best way to check vendor rebate impact on plumbing wholesale margins?

Checking vendor rebate impact on plumbing wholesale margins requires analyzing pasted ERP pricing data to examine substitution economics and rebate reconciliation. This separates true gross margin from blended margin to reveal actual profit recovery patterns.

Can I review quote desk pricing guardrails and contract drift using pasted sales data?

Yes, you can review quote desk pricing guardrails and contract drift using pasted sales data. The analysis examines matrix pricing, override patterns, and quote-desk discipline to detect where pricing policy logic breaks down and margin leaks occur.

Why does freight recovery treatment affect my reported gross versus blended margin?

Freight recovery treatment affects gross versus blended margin because freight costs alter the true cost basis of goods. Proper margin diagnosis requires careful handling of freight treatment to prevent artificially inflated or deflated reported profitability.

Do I need to confirm column meanings before performing a margin analysis on my export?

Yes, you need to confirm column meanings before performing a margin analysis on your export. Reference-grounded analysis requires verified column definitions to ensure accurate calculations of gross margin, pricing policy logic, and vendor rebate impacts.