Catch Margin-Leaking Quotes in Real-Time.

Most distributors lose profits on one-third of their orders due to over-discounting, underpricing, or missed margin checks. Cavallo's Profit Scan. part of the SalesPad® for BC product portfolio, stops this drain on profitability by automatically scanning every quote and order inside Microsoft Dynamics 365 Business Central. Low-margin or non-compliant orders are instantly flagged for review—no manual checks required.

With customizable margin targets, real-time visibility, and advanced filtering by item groups or categories, Profit Scan empowers business leaders to take action before it’s too late. Whether you’re preventing over-discounting, protecting margins during migration, or simply making profitability data visible across BC, Profit Scan ensures only profitable orders move forward.

Key Benefits

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

• Automated margin control – Instantly scan every quote and order against custom thresholds, flagging problems 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.

• Fast value – Self-service setup with a free version that delivers immediate results, with optional paid upgrades for advanced dashboards and actions.

Key Features

• Automatic detection of low-margin or non-compliant orders.

• Customizable margin targets at the company, item group, or category level.

• Exclusion controls for specific items or subcategories.

• Real-time margin fields (margin, target, gap, status) visible throughout Business Central.

• Enhanced dashboards and actions in the paid version: drill-in order analysis, accept/follow/email documents, event history, and more.