# Margin Leakage: metrics and templates to find where intended economics are being lost > See where intended economics break down between list and pocket, understand the cause, and determine what to do next. Source: https://revomo.ai/marketplace/collections/margin-leakage/ --- [Marketplace](https://revomo.ai/marketplace/)[Explore](https://revomo.ai/marketplace/)[Templates](https://revomo.ai/marketplace/templates/)[Metrics](https://revomo.ai/marketplace/metrics/) Marketplace - [Explore](https://revomo.ai/marketplace/) - [Templates](https://revomo.ai/marketplace/templates/) - [Metrics](https://revomo.ai/marketplace/metrics/) Business need - [Margin Leakage](https://revomo.ai/marketplace/collections/margin-leakage/) - [Cost Recovery](https://revomo.ai/marketplace/collections/cost-recovery/) - [Price Increase](https://revomo.ai/marketplace/collections/annual-price-increase/) - [Quote & Deal Performance](https://revomo.ai/marketplace/collections/quote-deal-performance/) - [Contract Renewal](https://revomo.ai/marketplace/collections/contract-renewal/) - [Rebates & Incentives](https://revomo.ai/marketplace/collections/rebates-incentives/) - [Market Response](https://revomo.ai/marketplace/collections/market-response/) Industry - [Industrial distribution](https://revomo.ai/marketplace/templates/?industry=distribution) - [Machinery & industrial products](https://revomo.ai/marketplace/templates/?industry=machinery) - [Building products](https://revomo.ai/marketplace/templates/?industry=building) - [Chemicals & materials](https://revomo.ai/marketplace/templates/?industry=chemicals) Search Marketplace - [Marketplace](https://revomo.ai/marketplace/) - [Business need](https://revomo.ai/marketplace/#collections) - Collection ## Margin Leakage See where intended economics break down between list and pocket, understand the cause, and determine what to do next. [See Margin Leakage in Revomo →](https://revomo.ai/contact/?source=marketplace&type=collection&artifact=margin-leakage&name=Margin+Leakage) ### Metrics to watch [All metrics →](https://revomo.ai/marketplace/metrics/) - Margin Leakage & Cost Recovery #### [Off-invoice leakage](https://revomo.ai/marketplace/metrics/off-invoice-leakage/) Everything that comes off after the invoice, as points of list: rebates, freight, terms and claims, co-op and surcharges where they apply. **Act when**Above the segment baseline, or up a point in a quarter Alerts · Against plan · After a decision - Pricing & Realization #### [Price realization index](https://revomo.ai/marketplace/metrics/price-realization/) Pocket price as a share of list, by account and segment. **Act when**Below 95 on any national account, or a two-point drop in a quarter Alerts · Against plan · After a decision - Pricing & Realization #### [Discounts given](https://revomo.ai/marketplace/metrics/discounts-given/) Average discount off list and the share of lines discounted, by segment and rep. **Act when**A jump in the average, or new requests above the corridor Alerts · Against plan - Revenue & Margin Performance #### [Margin, unit and percent](https://revomo.ai/marketplace/metrics/unit-margin/) Pocket margin per unit and as a share of pocket price, by SKU and account. **Act when**A drop over x points, or a single cost driver up over y% Alerts · Against plan · After a decision - Margin Leakage & Cost Recovery #### [Days to pay against terms](https://revomo.ai/marketplace/metrics/days-to-pay/) Actual days to pay against agreed terms, the early-pay discounts taken late, and the accounts asking for longer terms. **Act when**More than x% of accounts asking for relaxed terms, or days beyond terms rising Alerts - Margin Leakage & Cost Recovery #### [Surcharge capture rate](https://revomo.ai/marketplace/metrics/surcharge-capture/) Surcharges applied against surcharges due, and the waivers by account and approver. **Act when**Under 90%, or waivers rising Alerts · After a decision - Contracts, Rebates & Incentives #### [Entitlement leakage](https://revomo.ai/marketplace/metrics/entitlement-leakage/) Discounts, terms and parts prices granted beyond what the agreement entitles, by account. **Act when**Any account over x in a quarter Alerts · After a decision ### Templates to start with [All templates →](https://revomo.ai/marketplace/templates/) - Analysis & Diagnostics #### [Margin leakage waterfall](https://revomo.ai/marketplace/templates/leakage-waterfall/) List to pocket for any slice of the business, with the reason behind every bar and the record that governs it. All industries · Uses 1 metric - Analysis & Diagnostics #### [Price realization by account and segment](https://revomo.ai/marketplace/templates/price-realization/) Realized price against list and target, by account, segment and rep, with the accounts under the corridor named. All industries - Analysis & Diagnostics #### [Customer and product profitability](https://revomo.ai/marketplace/templates/pocket-profitability/) Pocket margin after every adjustment and cost to serve, by customer, product and the two together. All industries · Uses 2 metrics - Analysis & Diagnostics #### [Discount corridor compliance](https://revomo.ai/marketplace/templates/corridor-compliance/) Which quotes and orders left the corridor, by how much, who approved them and what it cost. All industries · Uses 2 metrics - Analysis & Diagnostics #### [Payment terms and days-to-pay leakage](https://revomo.ai/marketplace/templates/terms-leakage/) Agreed terms against actual days to pay, early-pay discounts taken late, and the cost of both by account. All industries · Uses 2 metrics - Analysis & Diagnostics #### [Surcharge capture and waiver tracking](https://revomo.ai/marketplace/templates/surcharge-capture/) Surcharges that should have applied, did apply and were waived, by account and by who waived them. Chemicals, Distribution · Uses 1 metric - Commercial Data & Context #### [Price-to-pocket walk model](https://revomo.ai/marketplace/templates/price-to-pocket-model/) Invoice lines joined to every on- and off-invoice adjustment, so each step from list to pocket is a column with a governing record. All industries ### Relevant solutions The solution page explains the buyer problem and Revomo’s approach; this collection is the concrete set of artifacts around it. - [Margin leakage & price realizationSolution →](https://revomo.ai/solutions/margin-leakage-price-realization/) - [Customer & product profitabilitySolution →](https://revomo.ai/solutions/customer-product-profitability/) ### Industries All industries ### See Margin Leakage in Revomo. We will walk through the metrics and templates in this collection on representative data, or on a slice of your own. [See Margin Leakage in Revomo →](https://revomo.ai/contact/?source=marketplace&type=collection&artifact=margin-leakage&name=Margin+Leakage)[Back to the marketplace](https://revomo.ai/marketplace/)