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Operating question · Financial Intelligence

Why Did Margin Change?

Separating a real margin problem from a mix shift or a timing difference.

Evidence M1COS Reads

  • Job-level revenue and cost
  • Accounting ledger
  • Work-type mix by period

The Decision It Supports

Reprice or re-scope the work type that moved, not the whole business.

How the Answer Is Formed

  1. 01

    Break margin into work types and compare each to its own history.

  2. 02

    Check whether the change is mix — more low-margin work — or rate.

  3. 03

    Reconcile job totals against the ledger to rule out timing.

Gross Margin Trend

Is profit quality improving, and is it inside the target band?

Target band 4550%40%44%48%52%OctNovDecJanFebMarAprMayJunJulAugSep48.2%
Gross margin by month; target band 45–50%

A/R Aging

How much is open, and how much of it is aging past terms?

Current
$64.2K
1–30
$22.1K
31–60
$9.6K
61–90
$11.2K
90+
$7.2K
Accounts receivable aging, $114.3K open

Billed vs. Collected

Reconciled against the accounting ledger this month.

Billed
$286.4K
Collected
$251.9K
Unmatched
3 records

More Operating Questions

Operations Command

Which jobs are at risk today?

Finding the work that will miss its window before the customer calls.

Field Service

Where is cash stuck?

Following completed work through billing and collection to find the hold-up.

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