Are we meeting the minimum margin per unit?

See whether closed sales, orders, or contracts meet the minimum contribution margin agreed with Finance. Anything still open waits outside the answer.

Are we meeting the minimum margin per unit? Primary visual evaluated in Cloud.

A recipe turns questions into decisions.

First it agrees what the question means, then connects only the data it needs, and only then keeps a live answer.

  1. QuestionThe team agrees what it needs to know.
  2. Agreed definitionClarifies what counts, the expected level, and who decides.
  3. Data it needsOnly the minimum data needed to answer is connected.
  4. Live answerThe answer stays up to date.
  5. DecisionAct, stay the course, or wait.

The answer makes the next move clear—and is just as clear when the right move is to wait.

Connect each closed sale, order, or contract with the margin result calculated by Finance. Units still missing income or costs remain outside the rate.

When it answers

After at least 30 units have closed with a clear margin result

Where it fits

  • Finance closes each unit before deciding whether it meets the minimum margin.
  • Finance and the business owner agree the margin definition and minimum.
  • They own the recurring decision to keep the plan or review unit economics.
  • The margin definition or minimum changes from one decision to the next.
  • The unit has not reached its financial close.
  • You need customer, order, transaction, price, cost, or raw amount details.
  • You need price optimization, a forecast, or a diagnosis of why margin changed.
  • Finance cannot provide a clear meets-or-misses result.

Keep unit economics visible after the books close.

Soltura prepares the question, minimum margin, decision, and two closing results your finance system needs to send. Your project checks the complete change before anything happens.

Nothing changes until your project reviews and approves the proposal.

Use this recipe