Try MarginLens with a CSV or Excel export from your business. Your file is processed in your browser and is not uploaded to MarginLens.
One row per invoice or credit-note line. Simple customer totals work too. You can use different column names — we'll help you map them. CSV, XLSX and XLS files supported.
Download sports example CSV Download full sports test dataset
Excel support uses a spreadsheet parser loaded from a public CDN; the spreadsheet contents remain in your browser. CSV works without that dependency.
Required: customer, date and sales. Map invoice number, product, quantity, sales rep, and category when available to unlock detailed reports. We calculate CVG from sales only.
Select any available month. Targets use the preceding 13 months, excluding the selected month.
Based on trailing 12-month sales; default annual bands: £5k, £15k, £40k, £80k.
The reporting month selected above is used for actual sales. Targets require 13 complete historical months before it, with the highest and four lowest removed. No history means no target. Customers with no sales in the latest month are included.
| Customer | Sales this month | CVG | Monthly target | Variance £ | Variance % |
|---|
All amounts are calculated from the uploaded rows. Product gaps are signals to investigate, not guaranteed lost revenue. No information is transmitted to MarginLens.