For $1M–$5M Wholesale, Distribution & Retail / Ecom Owners

What profit decisions can your current data actually support?

Most owners look at sales reports and see totals. The same data, organized differently, points to specific customer, product, discount, and inventory decisions worth making. This check tells you which decisions your current data can support — and what to fix if a piece is missing.

What each layer of data reveals

You don't need every type of data to find profit decisions. But each layer unlocks a different kind of insight. Here's the map.

Product readiness

If you have: SKU sales, units, revenue, cost
You can see: Which products are quietly underperforming on margin or velocity
It supports: Stop-reorder decisions, product-margin review, pricing / category review flags

Customer readiness

If you have: Customer-level sales (revenue + cost per customer, order count)
You can see: Which accounts generate revenue but barely produce profit
It supports: Customer reset, service-fee or minimum-order rules, strategic exception decisions

Discount readiness

If you have: Discount / promo data tied to product and customer
You can see: Where discounts didn't buy enough volume or margin to justify them
It supports: Discount rules, approval thresholds, account-specific resets

Inventory readiness

If you have: Current inventory on hand, with cost value
You can see: Which stock is sitting, aging, or tying up cash
It supports: Stop-reorder, liquidation, or hold-as-exception decisions

Mix / pull-through readiness

If you have: Order-line detail (every product on every order, with date + customer)
You can see: Which low-margin products actually pull other products through, anchoring baskets
It supports: Not cutting a product that earns its place by bringing customers in

A quick example

A customer can generate $180,000 in annual revenue and still be a weak account if they take heavy discounts, place small frequent orders, require custom handling, and buy mostly low-margin products. Revenue alone won't show that. Customer-level margin and order data will.

Check your data — get a personalized readiness report

Answer 7 quick questions and you'll see what your data can support, what it can't yet, and exactly what to ask for if a piece is missing.