Parcel Margin Analysis

Connect sales to parcel

and expose the impact

unexpected shipping costs

have on your margin.

Gain insight and clarity using

the business intelligence tool

for parcel cost management.

The cost you expect for shipping can change from

the time you ship and invoice to the time you get

the bill. You can be charged additional fees for …

• Dimensional / Weight Discrepancies

• Additional Handling, Large Oversized,

Overmax / Unauthorized

• Address Corrections

• Chargebacks

• Undeliverable / Returns

• Other

Do you know your TRUE cost of shipping?

Why Parcel Margin Analysis?

This tool takes your sales and manifest

(or billed shipping cost) and connects it

with the TRUE cost of shipping.

• Expose cost savings opportunities.

• Prioritize by customer or product.

• Gain insights with high-level and

detailed data.

• Data visualizations using Microsoft

Power BI are backed by Gold

Partnership.

Benefits & Capabilities

The following is an example of Parcel Margin Analysis with a customer focus:

Supports All Carriers

Exposes Invoiced

Shipping to Customers &

All Invoiced by Carrier

Margin in $ and %

Measure by Customer or by Product

Total Sale

Users can drill into a customer, expose individual orders, and then drill into the order detail.

Invoiced Shipping to Customers

Net Costof Parcel

Gross-Margin Pre-Shipping

Parcel Net Impact on Margin

Right-Click to Drill Into Customer or Product to See Transactions

Drill Through to Detailed Report

Drillable Reports

Expose Opportunities from High-Level Data.

Then Drill into Individual Customers (or Products) for Detailed Reports.

Order Key Measures

Shipping Cost Invoiced

Actual Costs

Margin Impact

Order Drill Through ReportSee Order

Product Detail

See Shipping Cost Detail,

Expected vs. Actual

Data Needed to Get StartedBelow is an example of the type of data we need from your source systems. Vizion360 can be given read-only view to this raw data and bring into the data model automatically.

Customer

ID/Key

Number

Name

Sales Rep (if applicable)

Additional Customer Fields…

Product

ID/Key

No/SKU

Description

Dimensions & Size (LWH, lbs, etc.)

Additional Product Fields...

Warehouse

ID/Key

Name

Location (Address, City, State, Zip, etc.)

Additional Warehouse/Location Fields…

*Depending on your ERP, this information may be at the Order or Invoice level, or even in a separate Shipment table. Our model allows for combining all of them at whatever level Tracking Number is tied in your system.

Order/Invoice Header and Detail*

Customer ID/Key

Product ID/Key

Warehouse ID/Key

Order/Invoice Date

Order/Invoice No.

Order/Invoice Line No.

Shipment Date

Tracking Number

Units Sold

Unit/Extended Price

Unit/Extended Cost

Parcel Cost (charged to the Customer)

Additional Order/Invoice/Shipment Fields (Expected Parcel Cost from Manifest, etc.)