Cavallo Profit Scan

Catch Margin-Leaking Quotes in Real Time

Most distributors lose profit on nearly one-third of their orders due to over-discounting, underpricing, or missed margin checks. Profit Scan Professional, part of the SalesPad® for Business Central product portfolio, stops this drain on profitability by automatically scanning every quote and order in Microsoft Dynamics 365 Business Central.

Start your 30-day free trial and experience instant visibility into your true margins.

Key Benefits

• Profit leak prevention – Stop margin loss from over-discounting, underpricing, and supplier changes.

• Automated margin control – Instantly scan every quote and order against your custom thresholds, flagging issues in real time.

• Proactive order management – Identify and resolve margin risks before orders are processed.

• Full visibility – Access margin, target margin, and margin gap fields across BC for total transparency.

• Rapid time to value – Self-service setup with results in minutes—no complex configuration required.

Key Features

• Automatic detection of low-margin or noncompliant orders

• Configurable margin targets at the company, item category, dimension, tax code and item number level

• Exclusion controls for specific items or subcategories

• Real-time margin fields visible throughout Business Central

• Interactive dashboards and document actions for drill-in analysis, follow-up, and event history

• Profit Leak Dashboard for identifying leaked margin over time

Why Cavallo?

Profit Scan is part of Cavallo’s Profit Maximization Platform—the only suite purpose-built for distributors to stop margin leaks, enforce profitability guardrails, and make every order count.

“Cavallo provides much better visibility into order profitability than BC does on its own. We’re stopping low-margin orders that used to get through.”
— Tyler Norris, Toolmatics

“Cavallo takes the headache out of running your business.”
— Robb Delprado, Senior Presales Architect, Accelerynt, Inc.

Learn More About Cavallo Solutions for Business Central