Margin ArchitectureThe method inside your reporting.
The Margin method connects data architecture with FP&A. It is included in reporting setup and maintenance, with depth matched to the agreed scope.
Understand and map
Define the pack, sources, entities and accountable owners.
Diagnose and reconcile
Examine definitions, totals and cost attribution. Record gaps and resolve those required by the scope.
Build and check
Model the metrics, document assumptions, and validate the first pack with your team.
Produce and maintain
Repeat the checks each month and maintain the logic as sources and the business change.
Inspect the reasoning.
Four invented companies. Synthetic data, visible calculations and explicit limits. These are educational material, not client success stories.
See how shared cost changes contract margins.
Open example ↗DistributionBring freight, handling, returns and rebates into customer reporting.
Open example ↗Multi-site healthcareDifferent allocations change the picture. They do not settle a closure decision.
Open example ↗Managed servicesReconcile the revenue and cost definitions behind competing reports.
Open example ↗From method to management pack.
See a complete monthly example: performance, balance sheet, cash and commentary.
View the pack ↗Tell us what you need to report each month.
We start with your current reports, available sources, and the calendar your team needs. Setup and the monthly service are scoped in writing.