Success Stories / Margin Analytics Unlocks $1M Profit Opportunity for $1.5B Global Logistics Provider

Replacing Manual Margin Reporting with Transaction-Level Revenue and Cost Analytics

Replacing Manual Margin Reporting with Transaction-Level Revenue and Cost Analytics

Data Strategy & Execution

More about Data  Strategy & Execution

Data Strategy & Execution
Client\’s Finance and Sales teams relied on manual, weekly retroactive reporting with limited visibility into customer and transaction-level margin performance. Cuesta collaborated to design and deliver a transaction-level Margin Analytics dashboard that enables automated revenue and cost comparison and faster identification of low and negative margin transactions, supporting targeted profitability improvements up to $1M annually.
  • Transaction-Level Margin Analytics
  • PowerBI Reporting
  • Financial Performance Visibility
  • Unified Financial Data Model

Challenges

  • Margin reporting was largely manual and limited to customer-level views, making it difficult to identify low or negative margin transactions. 
  • Weekly reporting was retroactive and segment-level, delaying action on under performing services and customers. 
  • Existing margin fields in source systems were unreliable, requiring a consistent, business-approved profitability calculation. 
  • Finance and Sales lacked a shared view of margin performance across services, equipment types, commodities, and customers. 

Solutions

  • Designed an interactive Power BI Margin Analytics dashboard that enables systematic identification of low and negative margin transactions, supporting actions to unlock a targeted $1M in annual margin improvement.
  • Established a unified finance data model in Snowflake Data Warehouse, reducing reliance on legacy systems, improving performance, and enabling scalable margin analytics. 
  • Implemented a business-defined Estimated Margin calculation to provide a consistent and trusted view of profitability at the transaction level. 
  • Delivered two analytical views – Estimated Margin and Customer Margin Analysis to support both route-level and customer-level margin evaluation. 
  • Based on projected margin improvements, the solution is expected to deliver an estimated 194% first-year ROI.

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