# Find margin leaking between list and pocket

> Discounts, freight, promotions and rebates each take a bite in a different system. Reconcile the whole walk from list to pocket on live records, and price the recovery.

Source: https://revomo.ai/solutions/margin-leakage-price-realization/

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Solutions · Margin leakage & price realization

## Find the margin leaking between list and pocket .

Discounts, freight, promotions and rebates each take a bite in a different system. Revomo reconciles the whole walk (list to pocket, on live records) and prices the recovery.
[See Revomo in action](https://revomo.ai/contact/)[Assess your margin opportunity](https://revomo.ai/margin-assessment/)

100–300 bps

Margin improvement target · industry-benchmarked

$2M–$5M

At risk yearly · typical $200M mfr / distributor

5 days

To your own waterfall, free assessment

The problem

### List price never reaches the bank, and nobody can say where it went.

The leak hides inside averages “Let’s just call it mix.” Blended margins look fine while account-level pocket erodes, the variance defies every explanation meeting.

Every lever lives in a different system “The rebate file is on Bob’s laptop.” Price lists, discounts, promotions and rebates reconcile nowhere, so the cumulative giveaway never lands in one view.

Finance sees invoice, nobody sees pocket “Who approved this discount?” Most tools stop at the invoice line. The off-invoice half of the walk is where the margin actually goes.

Margin Lens · Summit Building Supply

Invoice price

$6.66M

Off-invoice leakage

−$372K

Pocket margin

$2.06M

32.7% of pocket

Price-to-pocket waterfall · tap any step to read the record that drives it

Base / standard list

published list

$7.20M

list

Market price alignment

↳ AH · Distributors list PL-MKT-AH-DIST live

$7.02M

−$180K

Customer list price

↳ Summit customer list PL-CUST-SUMMIT live

$6.84M

−$180K

On-invoice discount (deal)

↳ Summit standard quote Q-5012 live

$6.72M

−$120K

Promotions applied

↳ Q3 stocking promo PROMO-Q3-STOCK live

$6.66M

−$60K

Invoice (net) price

most tools stop here

$6.66M

= invoice

Off-invoice rebates

↳ Summit Q3 Commercial Program AGR-1041 live

$6.29M

−$372K

Pocket price

the number that hits the bank

$6.29M

= pocket

Cost of goods

standard cost of goods sold

$2.06M

−$4.23M

Pocket margin

net of cost & every adjustment

$2.06M

margin

Off-invoice rebates · recommended Off-invoice rebate of **$372K** is **5.6%** of invoice, invisible to the rep pricing the next order. Summit is growth-responsive (2.8× ROI), shift the base from retroactive to incremental to protect baseline spend. Summit Q3 Commercial Program · Open AGR-1041 →

RV·2026·S1 · Margin Lens

### See exactly where profit slips away

The price-to-pocket waterfall on live records. Every step cites the price list, quote, promotion or agreement that drives it, tap a row and read the record.
- Benchmark pocket margin by customer, product, region and channel
- Detect leakage drivers: discounts, freight, rebates, credits
- Every number traces to a governed record

RV·2026·S1 · Watchlist

### Know the moment an account drifts

Leakage is a rate, not an event. The watchlist tracks pocket margin against floor by account and flags the drift while the next order can still be priced differently.
- Accounts ranked by pocket-vs-floor, updated as transactions land
- Alerts before the quarter closes, not after
- One click from an alert to the waterfall behind it

Margin Watchlist, accounts vs floor

Accounts on watch

12

Below floor

3

Margin at risk

$612K

Account | Pocket vs floor | 30 days | |
Summit Building Supply | −38 bps | | Alert |
Cascade Fasteners | −12 bps | | Alert |
Riverton Supply Co. | +9 bps | | Watch |
Apex Architectural | +64 bps | | OK |
Great Lakes Tooling | +81 bps | | OK |

Illustrative preview · not connected to live data

Margin Lens, your company

Invoice price

$6.66M

Off-invoice leakage

−$372K

Pocket margin

32.7%

Base / standard list $7.20M

Market & customer lists $6.84M*−$360K*

On-invoice discounts $6.66M*−$180K*

Invoice (net) price $6.66M

Off-invoice rebates & claims $6.29M*−$372K*

Pocket price $6.29M

Illustrative, yours is built from your records

RV·2026·S1 · Your number

### Start with your own waterfall, free

Send a quarter of invoice and adjustment extracts. The Revomo team builds your price-to-pocket waterfall, ranks where margin is leaking and what it is worth, yours to keep.
- No software install, no commitment, NDA on request
- Typically back to you within five business days
- The same waterfall this page is built on
[Get your free assessment →](https://revomo.ai/margin-assessment/)

How it runs

### Three steps from raw extracts to recovered margin

Step 01 **Centralize** Your invoice, adjustment, cost and agreement data lands on one governed spine, warehouse-native, no copies. [Data & Context Studio →](https://revomo.ai/platform/#data-context-studio)

Step 02 **Reconcile & rank** The waterfall reconciles list to pocket for every account and product, and ranks the leaks by dollar value. [Analytics & Insights →](https://revomo.ai/platform/#analytics-insights)

Step 03 **Recover** Each leak becomes a priced, governed action (corridor changes, list updates, program re-bases) approved and published. [Price Management →](https://revomo.ai/platform/#price-management)

FAQ

### The questions finance asks first

How is the 100–300 bps range substantiated?

It is in line with published industry benchmarks, the range leading pricing platforms report for customer results and what McKinsey attributes to improved pricing capability. We size the real number against a slice of your own data before you commit a dollar. What data do you need to find the leakage?

A quarter of invoice and adjustment extracts is enough for the first waterfall, no system integration required. The free assessment runs exactly this way. How fast until we see our own numbers?

The free assessment returns your waterfall in about five business days. A first module is typically live in five to ten days; full go-live runs six to ten weeks.

### See your own leak, priced.

A quarter of extracts in, your price-to-pocket waterfall back, free, and yours to keep.
[See Revomo in action](https://revomo.ai/contact/)[Assess your margin opportunity](https://revomo.ai/margin-assessment/)

Plate S1 · Series 2026 · Solutions · RV·2026·S1
