The MarginCOS Platform

MarginCOS is a margin recovery platform built for businesses navigating inflationary markets. Eight analytical engines work simultaneously across your portfolio — giving your CFO and Commercial Director real-time pricing intelligence, cost pass-through analysis, and commercial spend ROI from a single data upload.

P1P2P3P4

What Makes MarginCOS Different

Built for inflationary markets

Not adapted from a Western SaaS template — designed from the ground up for the realities of operating in high-inflation, high-volatility markets.

Product-level granularity

Not just portfolio averages — every metric, every recommendation, every figure is calculated at the individual product or service line level.

No ERP integration required

Works from your existing commercial data. Enter via the in-app form or bulk import a CSV. Live in hours, not months.

Output in Local Currency

Every recommendation is quantified in local currency impact — not abstract percentages, but real recoverable revenue per action.

The Four Pillars

Deep Dive Into the Engine

P1

Pricing Intelligence

The Problem

Most businesses reprice reactively — without visibility on competitor positioning, margin floor breaches, or willingness-to-pay headroom. The result is chronic under-pricing or poorly timed increases that erode volume without recovering the margin that was lost.

In high-inflation markets, the cost of pricing inaction compounds monthly. A product priced 8% below its willingness-to-pay ceiling isn't just leaving margin on the table — it's setting the baseline from which every future increase is measured. Most commercial teams know they're behind on pricing. They don't know by how much, on which products, or against which competitors. MarginCOS answers all three.

What MarginCOS Delivers

Product-level pricing benchmarks against competitors — in local currency and as a percentage gap
Willingness-to-pay headroom quantified per product in local currency per month of recoverable margin
Margin floor breach alerts across your full portfolio with specific repricing recommendations
Price elasticity estimates by product category — volume risk modelled at 5%, 10%, and 15% price moves
Recommended increase quantum and timing based on inflation exposure and competitive headroom
Repricing priority list ranked by total monthly margin recovery opportunity

Who Uses This

CFOCommercial Director

WTP Headroom by Product

Recoverable margin per SKU vs. WTP ceiling

Current price
WTP gap (recoverable)
P2

Cost Pass-Through

The Problem

Input cost inflation accumulates silently. Without cost pass-through analysis at the product level, absorbed costs compound into structural margin erosion — invisible on the P&L until inflation recovery is no longer viable.

Carthena Advisory's benchmarking across FMCG and manufacturing portfolios shows that commercially disciplined businesses sustain a cost pass-through rate of 70–75%. The median we observe in diagnostic work sits between 40–55%. That gap represents the margin being silently absorbed every month — not as a line item on the P&L, but as slow-moving gross margin compression that appears only in the quarterly review, long after the recovery window has closed. MarginCOS calculates this rate at the individual product level, classifies every SKU by recovery status, and quantifies exactly what closing the gap is worth in your local currency.

What MarginCOS Delivers

Cost pass-through rate per product vs. the Carthena Advisory benchmark of 70–75%
RAG classification of every product — Managed (70%+), Watch (40–70%), At Risk (below 40%)
Revenue-at-risk figure: total portfolio revenue running below the 40% recovery threshold
FX-linked cost decomposition by product — raw materials, packaging, logistics, and energy separated
Actual vs. self-reported inflation comparison to surface gaps between finance and supply chain data
Monthly margin recovery opportunity in local currency — the quantified cost of inaction per month

Who Uses This

CFOFinance DirectorSupply Chain

Recovery Rate Benchmark

Cost pass-through rate vs. Carthena Advisory benchmark

P3

Channel Economics

The Problem

Gross margin looks healthy until logistics, distributor margin, trade credit costs, and rebates are deducted by channel — revealing that some routes to market are actively destroying value while appearing profitable on the surface.

The channel economics gap is a calculation most businesses have never done in full. Gross margin is measured at the portfolio level. Net contribution by channel — after freight, distributor take, trade credit financing costs, and promotional rebates — is rarely calculated at all. In markets where distributor margins run 18–25% and trade credit terms extend to 60–90 days, the difference between gross and net channel margin can exceed 30 percentage points on the same product. MarginCOS builds this waterfall for every channel and every partner, making the true economics visible for the first time.

What MarginCOS Delivers

Full margin waterfall per channel — from list price to net landed margin, every deduction itemised
Net route-to-market margin by channel after logistics, distributor take, credit, and rebates
Trade credit cost of capital calculated per channel and per partner based on actual payment terms
Partner performance ranking by true net margin contribution — not revenue, not gross margin
Minimum viable volume thresholds per channel — the point at which a route to market stops covering its cost
Weak channel identification with specific remediation actions: renegotiate, restructure, or exit

Who Uses This

Commercial DirectorSales DirectorTrade Marketing

Channel Margin Waterfall

Gross to net — every deduction itemised by channel

Gross margin
Deductions
Net margin
P4

Trade Execution

The Problem

Commercial investment is the largest untracked cost line in most P&Ls. Without spend ROI visibility, promotional depth routinely exceeds margin — with no mechanism to catch it before the spend is committed.

Promotions are approved because they drive volume. But volume at what margin? Most commercial teams don't have the answer until the post-campaign review — which is too late. A promotion that requires 35% volume uplift to break even, but historically delivers 12%, is a margin destruction event approved in a budget meeting with no financial model attached. MarginCOS calculates the break-even uplift for every commercial action before the spend is committed, tracks actual delivery against it, and surfaces the historical ROI data needed to make the next investment decision with confidence.

What MarginCOS Delivers

Promotion profitability per product — revenue uplift, promotional cost, and net margin impact side by side
Break-even volume uplift calculation for every promotion before spend is committed
Loss-making promotion flagging with margin-positive alternative mechanics suggested
Historical promotion ROI by product, channel, and mechanic — what has and hasn't worked, quantified
Pre-commitment profitability check: break-even delivery requirement vs. realistic historical uplift estimate
Commercial spend allocation model — ranked by expected margin return to guide next-period investment

Who Uses This

Trade MarketingSales DirectorCFO

Promotion ROI Matrix

Volume uplift vs. net margin impact — 4 live promotions

Buy 2 Get 1

Vol+28%
Margin−$42K

Requires +35% lift to break even

✗ Destructive

10% Off Modern

Vol+15%
Margin+$18K

Break-even at +10% — delivered +15%

✓ Accretive

Bundle Pack

Vol+8%
Margin+$31K

Low-cost mechanic, high margin return

✓ Accretive

End Cap Display

Vol+45%
Margin−$67K

Volume driven but not margin-accretive

✗ Destructive

Break-even uplift calculated before spend is committed

Enterprise

Advanced Intelligence Modules

Enterprise clients access four advanced analytical modules — portfolio rationalisation, forward scenario planning, commercial spend analytics, and partner performance scoring. These modules run on the same data and appear alongside the four core pillars.

M1

Portfolio Rationalisation

Classify every item in your portfolio into a defend, reprice, or exit framework — based on margin contribution vs. strategic importance. Quantifies the margin at stake from underperforming items and names the specific candidates for action.

M2

Forward Scenario Engine

Model your P&L under multiple cost inflation scenarios simultaneously. See how margin erodes at different input cost levels — and what pricing actions are needed to maintain your floor. Board-ready scenario table to anchor commercial commitments.

M3

Commercial Spend ROI Analyser

Calculate the return on every unit of commercial investment — by category, by channel, by period. Surface which spend generates margin and which destroys it, before the next commitment is made.

M4

Partner Performance Scorecard

Rank every partner and customer relationship by true net margin contribution — after logistics, credit, rebates, and service costs. Identify which relationships to protect, which to renegotiate, and which are structurally loss-making.

Data Entry

Your Data, Your Way

MarginCOS does not require an ERP integration. Clients enter their portfolio data directly into the platform — either product by product via the built-in form, or by uploading a CSV file for bulk import. A downloadable CSV template is available to guide data preparation. Most teams are live and running their first analysis within 48 hours.

Enterprise-Grade Security

Authenticated Access

Supabase Auth with secure session management

Row-Level Isolation

Database policies ensure complete client data separation

No Shared Data

Your data is never visible to other clients

Enterprise Infra

Built on Supabase with PostgreSQL and edge functions

Ready to see your margin opportunity?

Start with a 14-day pilot on your real portfolio data.