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margin-optimisation-coach

Official

Find margin leaks and recover profit fast.

Finance & Accounting#margin analysis#gross margin#pricing policy#hvac distribution#rebate reconciliation#quote desk#freight recovery
Authortenexity
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: margin-optimisation-coach
Download link: https://github.com/tenexity/cowork-distributor-plugins/archive/main.zip#margin-optimisation-coach

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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