MarginLens interactive demo
Make sense of your sales.
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. 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.
What stands out?
From the sample dataCustomers 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 | Why look closer? | Prior sales | Current sales | Change |
|---|
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?
| Customer | Previous CVG | Current CVG | Previous 12m sales | Current 12m sales | Movement |
|---|
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.
| Customer | Sales | Gross profit | GP% | Status |
|---|
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.
Ask us a question → Back to our homepage →