Last week sales
2026-11-02 – 2026-11-082M
Up 5.15%
Value | 03/11/2025 - 09/11/2025
2M
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What I can do
I can act as your business analytics assistant in Phocas. I can:
- Explore your business data — Find relevant databases and measures to answer questions across sales, finance and operations, based on the data you can access.
- Understand business performance — Analyse revenue, gross profit, margins, costs and other measures across customers, products, salespeople and regions.
- Spot risks and opportunities — Identify declining customers, margin pressure, underperforming products and the biggest contributors to business performance.
- Compare performance over time — Analyse trends and compare results against prior periods, budgets or forecasts where available.
- Explore the detail — Move from an overall business question into specific product classes, customers, products or salespeople to investigate what's driving the result.
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What I understand about your working context
You're a Sales Manager using Phocas for commercial analysis. You prefer direct, data-driven explanations that identify the biggest risks and opportunities and lead to practical actions.
You typically focus on rolling 12-month performance, profitability, customer trends and opportunities to improve commercial results.
What I know about your business data
I'm already working within Phocas and can investigate the databases and business measures you have permission to access. I understand your working context, but I don't assume I know the actual figures or database structures until I examine them.
When you ask a business question, I evaluate the available databases, identify the relevant data and measures, and bring the information together to deliver insights you can explore further.
STEELFINNE FABRICATIONS LT – USA (300195)
Visit Prep · Rolling 12 Months Performance Review
Summary
Steelfinne Fabrications has delivered $710k in revenue over the rolling 12 months across 491 orders and 1,412 lines, with an overall margin of 23.8% and profit of $169k. Average order value sits at $1,447.
Highs
- Lumination is on fire – the group's biggest product class at $417k, up a massive +$116k (+38.7%) vs the prior year. Clearly the customer is leaning into this category.
- Volume is strong – 491 orders over 12 months is a consistent, high-frequency trading relationship with healthy line depth per order.
- Power also grew positively, up +$6.3k (+16.7%), showing breadth of growth beyond just the core lighting category.
- Revenue is up 18.6% overall compared with the previous year; the monthly chart shows a mix of increases and declines.
Lows
- Lights & Lamps – the second-largest group at $244k – slipped −$6.2k (−2.5%) year on year. Worth probing whether product mix or substitution to Lumination is driving this.
- Controls and Outside Lights both contracted sharply – down −42.7% and −58.9% respectively. These are smaller categories but the declines are significant and may signal lost opportunity or de-ranging.
- One product (Capsule Lantern 200Hr G9 60W) sits at a negative margin of −16.9% – the only loss-maker in the top 10. This needs to be addressed before the visit.
- Margin at 23.8% is moderate – there is headroom to improve profitability, particularly on lower-margin lines in the 16–22% range.
3 Actionable Items for Your Visit
1Top 10 Products by Revenue – Identify Low-Margin Risk
Leading revenue lines are solid – Bezel Trim with Clear Glass tops the list at $12.2k with a healthy 33.7% margin. However, flag two critical conversations:
- Capsule Lantern 200Hr G9 60W at $8.1k revenue but −16.9% margin – this is losing money and needs repricing or to be replaced.
- Several products in the 16–22% margin band (Glass DL, Head White Satin, Pressed Square Lantern) are candidates for a pricing review to lift overall profitability.
| Name | Value | Profit | Margin % | Lines |
|---|---|---|---|---|
| Bezel Trim c/w Clear Glass MW IP65Twist/off | 12,216.00 | 4,112.72 | 33.67% | 2.00 |
| Adjustable MR11 DL Brass / White Designer | 10,630.00 | 2,443.62 | 22.99% | 8.00 |
| GZ/GU10 Spotlight White Triple Bar | 9,149.40 | 2,301.19 | 25.15% | 22.00 |
| LED Lantern - White MR16 35mm | 8,420.00 | 1,698.90 | 20.18% | 6.00 |
| Capsule Lantern 200Hr G9 60W | 8,138.95 | −1,371.99 | −16.86% | 3.00 |
| Pressed Square Lantern Polished Brass c/w Accessories | 8,083.20 | 1,333.67 | 16.50% | 6.00 |
| DISCONTINUED-CODE. | 7,416.00 | 1,798.85 | 24.26% | 3.00 |
| Glass DL G6.35 Frosted White Glass c/w IP44 | 7,338.00 | 1,308.22 | 17.83% | 7.00 |
| Head White Satin Glass Wire System | 7,338.00 | 1,384.56 | 18.87% | 4.00 |
| 70W 30Amp Lanterns MR11 | 7,072.80 | 1,436.57 | 20.31% | 5.00 |
2Average Order Value – Are We Growing Basket Size?
At $1,447 per order, Steelfinne is comfortably in the mid-range. The gauge below benchmarks this against a $0–$3,000 scale – there is a clear opportunity to grow basket size toward the $2,000+ green zone through bundling, cross-sell into Controls and Outside Lights, or volume incentives.
3Revenue by Product Group – Where to Grow and Where to Defend
Use this column chart to walk the customer through the story by category:
- Push Lumination – it's their fastest growing group; explore whether there are gaps in their range that you can fill.
- Defend Lights & Lamps – it's large and slipping; understand why and what it would take to reverse the trend.
- Rebuild Controls and Outside Lights – two categories down significantly; bring specific product recommendations to the visit.
| Product group | Oct 2025–Sep 2026 | Oct 2024–Sep 2025 | % Variance |
|---|---|---|---|
| TOTAL | 710,463.10 | 598,920.34 | 18.62% |
| Lumination | 417165.45 | 300733.39 | +38.72% |
| Lights & Lamps | 244285.95 | 250436.02 | −2.46% |
| Power | 44047.4 | 37750.89 | +16.68% |
| Controls | 3029.3 | 5290.5 | −42.74% |
| Outside Lights | 1935.0 | 4709.54 | −58.91% |
| ### | 0.00 | 0.00 | 0.00% |
High confidence Based on your data
All figures drawn directly from Phocas Sales database for customer 300195, rolling 12 months period. All variance and margin calculations are confirmed from query results. Invest behind Lumination—but make margin protection the condition of growth. It is the only large product class combining material scale with strong growth: revenue rose 22.4% to $41.75m and gross profit increased to $9.50m, but margin fell 2.1 percentage points to 22.8%. This is the biggest value opportunity and the largest profit-at-risk if pricing or cost discipline slips.
Three strategic insights
- Lumination is the clear investment engine, with a working-capital trade-off. It carries $8.41m of inventory and turns that inventory about 5.0 times, while generating the largest gross profit. The priority is to keep funding demand, but improve price, mix or purchasing discipline to recover the 2.1-point margin decline.
- Lights & Lamps is the most dependable scale business, but growth has stalled. It contributes approximately $25.8m of revenue and $6.0m of gross profit, with a healthy 23.2% margin and 4.8x stock turnover. Revenue growth is only 2.1%, so incremental investment should target profitable share gain rather than broad inventory expansion.
- The smaller classes are destroying growth momentum and tying up less productive capital. Controls revenue declined 32.8%, Outside Lights declined 34.7%, and Power declined 12.6%. All three also lost margin, with Outside Lights falling to 16.6%, the weakest current margin.
| Product class | Recommendation | Action |
|---|---|---|
| Lumination | Invest | Fund availability and customer growth, while enforcing margin recovery through repricing, mix management and supplier-cost review. |
| Lights & Lamps | Improve | Protect the strong margin base and invest selectively in the highest-turning customer and SKU opportunities. |
| Power | Improve | Halt broad expansion; focus on recovering lost revenue and margin before increasing inventory. |
| Outside Lights | Reconsider | Reduce slow-moving range and inventory exposure; retain only differentiated, profitable demand. |
| Controls | Reconsider | Run a focused SKU/customer review and exit or reprice segments that cannot restore profitable volume. |
Assumptions and limitation: stock turnover is calculated as rolling-12-month revenue divided by current stock-on-hand value. The available data does not expose a separate formal turnover measure or average-inventory balance, so this is a directional working-capital proxy. The analysis was informed by Phocas Sales, Purchasing and Stock only; no additional database was required.
Product class portfolio: growth versus profitability
The chart shows how product classes compare on revenue growth and gross margin, with bubble size representing sales. It reveals where strong growth and healthy margins align — and where the biggest categories may warrant a closer look.
| Product class | Total | Nov 2025–Oct 2026 revenue | Nov 2024–Oct 2025 revenue | Current stock on hand |
|---|---|---|---|---|
| Unidentified (###) | 5,249.74 | 2,120.20 | 1,891.88 | 1,237.66 |
| Lumination | 84,257,466.89 | 41,749,705.80 | 34,097,626.25 | 8,410,134.84 |
| Power | 12,378,048.57 | 5,192,457.55 | 5,942,610.81 | 1,242,980.21 |
| Controls | 2,521,385.76 | 926,903.42 | 1,379,882.07 | 214,600.27 |
| Lights & Lamps | 56,432,427.07 | 25,775,046.21 | 25,251,467.56 | 5,405,913.30 |
| Outside Lights | 969,142.11 | 348,448.89 | 533,686.23 | 87,006.99 |
Customer concentration in the highest-impact class: The top five Lumination customers contribute approximately $4.99m, or 12.0% of the class’s current rolling-12-month revenue. Concentration is meaningful but not excessive; the larger strategic risk is margin compression across the broader class rather than dependence on one account.
| Customer | Code | Revenue |
|---|---|---|
| ASAP METALLISING | 3663 | 1,338,893.45 |
| STEELFINNE FABRICATIONS LT | 3661 | 1,199,558.71 |
| MOTOR POWER ENGINE RECONDITION | 3654 | 970,976.50 |
| DALE DANIELS ENGINE RECONDITIO | 3653 | 745,247.21 |
| WALK ON WOOD | 3736 | 734,408.65 |
| TOTAL | 4,989,084.52 | |
| OTHERS | 36,760,621.28 | |
| AVERAGE | 997,816.90 |
Medium confidence Partly inferred
The product-class revenue, gross profit, margin, inventory and customer figures come directly from Phocas Sales, Purchasing and Stock. Confidence is medium because stock turnover is a directional revenue-to-stock proxy rather than a formal average-inventory turnover measure, and the product-class grid includes an unidentified residual row that was excluded from strategic recommendations. The strongest candidates to move to a cheaper warehouse are high-quantity items with very low or negative sales GMROI. I ranked the full 96-product active stock set by lowest GMROI, restricted to the top-100 quantity cohort.
- GU5.3 Closed 70W 36Amp Lantern MR16 35mm: 146 units, $290 stock value, GMROI -2.47.
- Pressed MR16 DL Chamfered Edge Antique Copp Fixed: 188 units, $374 stock value, GMROI -2.39.
- MR11 Lock Ring DL Polished Aluminium Adjustments: 150 units, $57 stock value, GMROI -1.67.
- 75W Capsule Lantern G6.35 and MR16 Lock Ring DL Matt White Fixings have zero sales gross profit despite 403 and 427 units respectively, making them particularly strong candidates for relocation or clearance review.
- The cohort holds 19,850 units with $1.40m of stock value and an aggregate sales GMROI of 1.42. The calculation uses rolling-12-month sales gross profit divided by current stock value as a practical storage-priority proxy; it is not a standard average-inventory-cost GMROI.
| Name | Quantity | Value | Profit | Sales GMROI |
|---|---|---|---|---|
| TOTAL | 19,850 | 1,402,456.05 | 1,994,222.99 | 1.42 |
| AVERAGE | 207 | 14,608.92 | 20,991.82 | 1.44 |
| GU5.3 Closed 70W 36Amp Lantern MR16 35mm | 146 | 290.28 | -716.08 | -2.47 |
| Pressed MR16 DL Chamfered Edge Antique Copp Fixed | 188 | 373.99 | -895.56 | -2.39 |
| MR11 Lock Ring DL Polished Aluminium Adjustments | 150 | 57.28 | -95.50 | -1.67 |
| IP44 MR16 DL White Fixings | 189 | 159.45 | -51.09 | -0.32 |
| 60va Lighting AccessoryIs Supplies | 108 | 6,424.30 | 0.00 | 0.00 |
| 75W Capsule Lantern G6.35 | 403 | 9,632.08 | 0.00 | 0.00 |
| IP65 SQ Lantern SQ DL PolisheAluminium c/w Fixings | 173 | 9,234.08 | 0.00 | 0.00 |
| LV Halogen Lantern MR820W | 119 | 28,714.40 | 0.00 | 0.00 |
| MR16 DL Polished BrassCast | 106 | 30,412.03 | 0.00 | |
| MR16 Lock Ring DL Matt White Fixings | 427 | 77,763.43 | 0.00 | 0.00 |
| Plinth Light - White LED's c/w LEDRound | 111 | 16,039.80 | 0.00 | 0.00 |
High confidence Based on your data
The result covers all 96 active products returned in the database, with current stock quantity and value combined with rolling-12-month sales gross profit. The storage-priority GMROI proxy is explicitly calculated from retrieved measures. Monday leadership briefing
Weekly momentum is positive: sales reached $1.65m, up 5.1% year on year. The warning signs are month-to-date sales at $1.95m, down 1.8%, and quarterly gross margin at 19.4%, down 5.7 percentage points.
Key points for this week:
- Protect margin first: Outside Lights and Lumination have the sharpest margin deterioration.
- Recover customer revenue: Dale Daniels Engine Reconditioning is the largest customer decline, with the three regional accounts collectively down about $799k.
- Sustain the momentum: The leading products and customers are providing a strong sales base, but margin recovery should be the main leadership focus.
Monday leadership dashboard
HEADLINE PERFORMANCE
Month-to-date sales
2026-11-01 – 2026-11-092M
Down 1.78%
Value | 01/11/2025 - 09/11/2025
2M
Quarterly gross margin
2026-10-01 – 2026-11-0919.4%
Up -5.7
Margin % | 01/10/2025 - 09/11/2025
25.1%
GROWTH ENGINES
Top 10 products by sales
2026-10-01 – 2026-11-09
Top 10 customers by sales
2026-01-01 – 2026-11-09
AREAS NEEDING ATTENTION
Customer declines
| Code | Name | Value | ||||
|---|---|---|---|---|---|---|
| Jan 2026 - Nov 2026 | Jan 2025 - Nov 2025 | Variance | % Variance | |||
| TOTAL | 1,648,100.88 | 2,856,125.15 | -1,208,024.27 | -42.30% | ||
| AVERAGE | 329,620.18 | 571,225.03 | -241,604.85 | -42.30% | ||
| 1 | 300187 | DALE DANIELS ENGINE RECONDITIO - USA | 329,183.74 | 635,976.24 | -306,792.50 | -48.24% |
| 2 | 200187 | DALE DANIELS ENGINE RECONDITIO - UK | 358,814.69 | 621,854.25 | -263,039.56 | -42.30% |
| 3 | 100187 | DALE DANIELS ENGINE RECONDITIO - AUS | 385,102.75 | 614,703.84 | -229,601.09 | -37.35% |
| 4 | 300188 | MOTOR POWER ENGINE RECONDITION - USA | 468,865.40 | 683,414.71 | -214,549.31 | -31.39% |
| 5 | 100464 | SELECT KITCHENS - AUS | 106,134.30 | 300,176.11 | -194,041.81 | -64.64% |
Margin pressure
| Code | Name | Margin % | |||
|---|---|---|---|---|---|
| 01/10/2026 - 09/11/2026 | 01/10/2025 - 09/11/2025 | Variance (pp) | |||
| TOTAL | 19.38% | 25.12% | -5.75 | ||
| AVERAGE | 17.52% | 19.52% | -1.99 | ||
| 1 | E | Outside Lights | 14.03% | 23.70% | -9.67 |
| 2 | A | Lumination | 18.40% | 25.52% | -7.12 |
| 3 | D | Lights & Lamps | 20.82% | 25.13% | -4.31 |
| 4 | B | Power | 19.99% | 23.25% | -3.25 |
| 5 | C | Controls | 22.07% | 19.50% | 2.57 |
| 6 | ### | 9.84% | 0.00% | 9.83 | |
Leadership
High confidence Based on your data
The briefing uses the retrieved weekly, month-to-date, quarter-to-date, customer-decline, and product-class margin results shown in the revised dashboard. CEO view: next quarter is commercially supported, but cash is tied up in stock and working capital
The forward outlook shows $24.7m of sales, $6.0m of profit and a 24.2% margin. That provides a solid earnings base, but the immediate management priority should be protecting margin and converting inventory and receivables into cash. Recent sales have recovered from roughly $4.8m per month to $7.9m, while monthly margin has remained materially below the earlier rolling-year level—recently around 18–19% versus approximately 26% earlier in the period.
What to watch next quarter
- Margin recovery is the biggest commercial issue. Sales momentum is improving, but the recent margin compression means revenue growth is not translating into profit at the earlier rate. Focus on price realisation, discounting, product mix and supplier-cost recovery, especially in the largest classes: Lumination and Lights & Lamps.
- Inventory is the largest balance-sheet exposure. Stock on hand is valued at $15.4m, with Lumination at approximately $8.4m and Lights & Lamps $5.4m. These two classes represent almost all reported stock value, so aged, slow-moving or overbought stock in either class could restrict cash generation.
- Purchasing commitments need active control. Open purchase orders over the forward period carry approximately $2.36m of cost. Before releasing further orders, reconcile committed stock against forward demand, current stock cover and cancellation or deferral options.
- Receivables are a meaningful cash risk. Outstanding receivables are $4.81m, including $513.7k overdue. The 120+ day bucket alone is approximately $328.4k, while 61–120 day balances add roughly $327.4k. Collections on the older balances should be treated as a CEO-level cash action, not simply an accounts-receivable report.
- Supplier cash requirements are material but manageable. Payables due next quarter total approximately $1.24m. The key question is whether supplier payments are aligned with inventory conversion and customer collections; avoid funding stock that is not expected to turn within the quarter.
Cash-flow position
The direct cash-flow report shows large gross movements, particularly $117.9m of inventory purchases, $34.9m paid to suppliers, $47.0m paid to employees and $210.0m of customer receipts. The reported categories broadly net to zero, so this view should be treated as a movement bridge rather than a standalone liquidity forecast. The practical cash-flow risk is clear: cash is exposed to the timing gap between purchasing, inventory conversion and collections. A 13-week cash forecast should therefore be monitored weekly, with separate scenarios for slower collections, margin deterioration and delayed stock turns.
Medium confidence Partly inferred
The sales, forecast, stock, purchasing, receivables and payables figures come directly from the queried data. The next-quarter risk assessment is an analytical interpretation, and the cash-flow report is presented as a movement bridge because the reported categories net approximately to zero and the sign convention is not explicitly defined. The best available proxy for cash-flow pressure is accounts-payable outstanding due in the next quarter, ranked against each supplier’s rolling-12-month outstanding balance. This is an exposure-based view, not a formal cash-flow forecast.
The 10 largest supplier exposures total $345.3k for the next quarter, versus $427.0k across the comparable rolling-12-month measure. The largest risks are WA RUSTIC TOUCH Ltd ($66.6k), NOZTEC Ltd ($68.4k), and HARTWAY GALVANIZERS Ltd ($36.0k); the first two together account for roughly 39% of the ranked exposure. The supplier grid also identifies the associated buyer/company owners for follow-up.
By branch, the ranked exposure totals $1.236m next quarter versus $1.858m on the rolling-12-month measure. The most affected branches are Sydney Central ($202.2k), Los Angeles Downtown ($160.1k), and Brisbane North ($136.5k). Sydney Central alone represents about 16% of the branch exposure, so it is the clearest immediate concentration to review.
These are the most actionable historical indicators of likely cash outflows: prioritise the largest supplier balances within Sydney Central, Los Angeles Downtown and Brisbane North, then validate payment dates, dispute status and any ability to defer settlement.
| Code | Name | Total | Nov 2026 - Feb 2027 | Dec 2025 - Nov 2026 |
|---|---|---|---|---|
| TOTAL | 772,227.64 | 345,276.62 | 426,951.02 | |
| AVERAGE | 77,222.76 | 34,527.66 | 42,695.10 | |
| 150032 | WA RUSTIC TOUCH Ltd | 148,085.71 | 66,555.76 | 81,529.95 |
| 150007 | NOZTEC Ltd | 141,762.23 | 68,414.02 | 73,348.21 |
| 150121 | MUIR WINDLASSES AUSTRALIA Ltd | 75,496.98 | 35,022.51 | 40,474.47 |
| 150126 | HARTWAY GALVANIZERS Ltd | 73,906.22 | 35,962.26 | 37,943.96 |
| 150044 | SO-COOL CUSTOMS GARAGE Ltd | 69,346.99 | 33,690.72 | 35,656.27 |
| 150042 | WOODCRETE Ltd | 54,979.88 | 23,266.62 | 31,713.26 |
| 150037 | SUPREME FRENCH POLI **CLOSED** Ltd | 54,664.81 | 24,988.82 | 29,675.99 |
| 150120 | AUSTAL PHILIPPINES PTY LTD Ltd | 52,435.51 | 13,993.15 | 38,442.36 |
| 150083 | ANDENT PTY LTD Ltd | 51,017.22 | 23,171.43 | 27,845.79 |
| 150029 | EVERYTHING AUTOMOTIVE Ltd | 50,532.09 | 20,211.33 | 30,320.76 |
| Code | Name | Total | Nov 2026 - Feb 2027 | Dec 2025 - Nov 2026 |
|---|---|---|---|---|
| TOTAL | 3,093,940.01 | 1,235,736.03 | 1,858,203.98 | |
| AVERAGE | 343,771.11 | 137,304.00 | 206,467.11 | |
| 01 | Sydney Central | 486,193.66 | 202,208.96 | 283,984.70 |
| 06 | Los Angeles Downtown | 413,399.28 | 160,130.28 | 253,269.00 |
| 03 | Brisbane North | 378,187.25 | 136,469.30 | 241,717.95 |
| 02 | Melbourne Hub | 352,914.44 | 132,057.44 | 220,857.00 |
| 04 | New York Midtown | 324,566.60 | 143,245.83 | 181,320.77 |
| 09 | Birmingham South | 309,932.33 | 127,211.34 | 182,720.99 |
| 08 | Manchester Central | 309,232.67 | 119,371.60 | 189,861.07 |
| 07 | London City | 265,913.09 | 107,099.25 | 158,813.84 |
| 05 | Chicago West | 253,600.69 | 107,942.03 | 145,658.66 |
| Code | Name | Total | Nov 2026 - Feb 2027 | Dec 2025 - Nov 2026 |
|---|---|---|---|---|
| TOTAL | 3,093,940.01 | 1,235,736.03 | 1,858,203.98 | |
| AVERAGE | 1,031,313.34 | 411,912.01 | 619,401.33 | |
| AU-TDG1 | Smarter Auto AUS Trading | 1,217,295.35 | 470,735.70 | 746,559.65 |
| US-TDG1 | Smarter Auto USA Trading | 991,566.57 | 411,318.14 | 580,248.43 |
| UK-TDG1 | Smarter Auto UK Trading | 885,078.09 | 353,682.19 | 531,395.90 |
| Bill To Name | OverdueAmount |
|---|---|
| TOTAL | 74,168.20 |
| AVERAGE | 7,416.82 |
| ABSOLUTE TIMBER SOLUTIONS | 12,086.68 |
| MOTOR POWER ENGINE RECONDITION | 11,667.66 |
| WALK ON WOOD | 7,883.61 |
| MASTER ENGINEERING (WA) P/L | 7,293.45 |
| TALLAHESSE | 6,335.03 |
| DALE DANIELS ENGINE RECONDITIO | 6,266.35 |
| VARIFLOW MELBOURNE | 6,206.98 |
| COD - EUREKA TRAILERS | 6,035.88 |
| STEELFINNE FABRICATIONS LT | 5,217.83 |
| SAFETY FIRST | 5,174.73 |
Medium confidence Partly inferred
The rankings and amounts come directly from accounts-payable data, but next-quarter outstanding balances are used as a proxy for likely cash-flow impact rather than a full forecast incorporating payment timing, operating cash flows, collections, disputes or financing. Focus the next quarter on Controls, Power and Lights & Lamps—not blanket growth in Lumination. Recent sales increased by $923k overall, but the strongest quality of growth is in Controls (+$148k, +6.3 percentage points margin) and Power (+$255k, +0.6 points). Lights & Lamps remains the largest scalable opportunity at $5.37m with $1.09m profit and improving margin. Lumination is largest at $8.81m, but margin fell 2.0 points, so treat it as an improvement/repricing focus rather than the primary growth engine.
Product class priorities
Rolling 3 Months
| Code | Name | Value | Profit | Margin % | |||
|---|---|---|---|---|---|---|---|
| Sept 2026 - Nov 2026 | Jun 2026 - Aug 2026 | Variance | Sept 2026 - Nov 2026 | Sept 2026 - Nov 2026 | Jun 2026 - Aug 2026 | ||
| TOTAL | 15,844,407.72 | 14,921,404.87 | 923,002.85 | 2,991,747.71 | 18.88% | 19.60% | |
| AVERAGE | 2,640,734.62 | 2,486,900.81 | 153,833.81 | 498,624.62 | 17.23% | — | |
| A | Lumination | 8,807,878.57 | 8,649,252.71 | 158,625.86 | 1,585,709.31 | 18.00% | 19.99% |
| D | Lights & Lamps | 5,370,151.47 | 5,043,122.64 | 327,028.83 | 1,089,488.25 | 20.29% | 19.39% |
| B | Power | 1,245,654.75 | 990,241.54 | 255,413.21 | 233,117.27 | 18.71% | 18.08% |
| C | Controls | 297,613.14 | 149,962.91 | 147,650.23 | 65,821.96 | 22.12% | 15.80% |
| E | Outside Lights | 120,061.79 | 88,825.07 | 31,236.72 | 17,311.12 | 14.42% | 17.27% |
| ### | 3,048.00 | 0.00 | 3,048.00 | 299.80 | 9.84% | — | |
6 product classes. — denotes an unavailable prior margin.
Product priorities:
- Invest: Controls and Power, where sales are growing and margin is stable or improving.
- Scale selectively: Lights & Lamps, because it combines the largest profitable base with positive growth.
- Fix before pushing harder: Lumination and Outside Lights, where margin declined by 2.0 and 2.9 points respectively.
At SKU level, the clearest growth products are LED Lantern - BlueGU10 35mm (+$62.7k, 22.8% margin), 12SN-DLL312SN-DLL3 (+$43.4k, 33.8% margin), Lighting Accessory 120V150VA (+$42.7k, 34.6% margin), and 11SN-DLL311SN-DLL3 (+$41.4k, 25.9% margin). These should be packaged into rep campaigns and cross-sell plays.
Product priorities
Rolling 3 Months
| Code | Name | Value | Profit | ||
|---|---|---|---|---|---|
| Sept 2026 - Nov 2026 | Jun 2026 - Aug 2026 | Variance | Sept 2026 - Nov 2026 | ||
| TOTAL | 1,434,301.11 | 1,444,804.16 | -10,503.05 | 278,973.01 | |
| AVERAGE | 71,715.06 | 72,240.21 | -525.15 | 13,948.65 | |
| 109111 | Pressed Square Lantern Polished Brass c/w Accessories | 123,154.68 | 143,007.36 | -19,852.68 | 15,096.26 |
| 15 | Non-Maintain Emergency Twin Spot 240V - 2x20W | 115,016.00 | 122,658.28 | -7,642.28 | 15,725.85 |
| 106867 | 20W 10Amp Lanterns MR11 | 85,573.24 | 92,810.98 | -7,237.74 | 22,523.36 |
| 16 | LED Bath Light IP68 - 5W - Round | 83,130.39 | 140,061.05 | -56,930.66 | 17,230.11 |
| 106866 | Die-Cast Adj 3 GU10 Spot/Fluor Sus LSS GU10/TL5-C | 81,307.79 | 69,043.89 | 12,263.90 | 21,102.97 |
| 109112 | 70W 30Amp Lanterns MR11 | 76,801.44 | 107,421.96 | -30,620.52 | 8,884.53 |
| 106861 | Compact Fluorescent 7W Lantern 3000K | 76,661.01 | 123,121.01 | -46,460.00 | 15,664.59 |
| 111513 | 21pc LED Lantern - Blue GU10 35mm | 71,514.00 | 61,485.55 | 10,028.45 | 8,266.26 |
| 109242 | 12SN-DLL312SN-DLL3 | 64,932.79 | 21,557.44 | 43,375.35 | 21,922.87 |
| 109093 | Accessory 21 | 64,413.12 | 123,119.76 | -58,706.64 | 11,074.07 |
Showing 10 products. Total and average cover the full result.
Priority customers for next month: Start with accounts showing both meaningful growth and attractive profit: ASAP Metallising - AUS, Variflow Melbourne - AUS, S.D.S. Diamond & Boart - AUS, Apogee Products - AUS, and Master Engineering (WA) P/L - AUS. They combine strong recent sales increases with margin expansion, making them the best near-term targets for broader product penetration.
Also put Roy Wilkins Industries - AUS on the priority list: it generated $132.0k recently with 23.3% margin but has no comparable prior-period sales, so it is a high-potential account requiring rapid follow-up. Use Motor Power Engine Recondition - UK, Motor Power Engine Recondition - USA, and Tallahesse - UK/USA as recovery accounts rather than pure growth targets: their sales are material, but margin has deteriorated by 6.7–10.4 points.
The priority action is to deploy the strongest growth SKUs into the expanding Australian accounts first, while requiring price or mix reviews before increasing volume in the margin-deteriorating accounts. This recommendation uses the latest rolling three-month performance as a proxy for next-month and next-quarter opportunity; it is not a formal forecast.
Customer priorities
Rolling 3 Months
| Name | Value | Profit | Margin % | ||
|---|---|---|---|---|---|
| Sept 2026 - Nov 2026 | Jun 2026 - Aug 2026 | Variance | Sept 2026 - Nov 2026 | Sept 2026 - Nov 2026 | |
| TOTAL | 2,717,153.91 | 2,020,663.80 | 696,490.11 | 484,842.55 | 17.84% |
| AVERAGE | 135,857.70 | 106,350.73 | 29,506.97 | 24,442.13 | 17.88% |
| MOTOR POWER ENGINE RECONDITION - UK | 185,418.85 | 105,838.66 | 79,580.19 | 22,728.80 | 12.26% |
| MOTOR POWER ENGINE RECONDITION - AUS | 184,539.97 | 163,845.41 | 20,694.56 | 29,455.59 | 15.96% |
| ASAP METALLISING - AUS | 176,069.73 | 94,151.00 | 81,918.73 | 39,074.70 | 22.19% |
| TALLAHESSE - AUS | 168,052.84 | 125,858.38 | 42,194.46 | 31,121.88 | 18.52% |
| STEELFINNE FABRICATIONS LT - AUS | 164,484.59 | 129,018.76 | 35,465.83 | 32,580.99 | 19.81% |
| TALLAHESSE - UK | 148,136.07 | 115,220.81 | 32,915.26 | 19,828.37 | 13.39% |
| MASTER ENGINEERING (WA) P/L - AUS | 147,285.75 | 119,643.83 | 27,641.92 | 33,131.81 | 22.49% |
| ASAP METALLISING - UK | 137,464.37 | 94,454.18 | 43,010.19 | 26,015.47 | 18.93% |
| ROY WILKINS INDUSTRIES - AUS | 132,029.03 | — | 132,029.03 | 30,766.20 | 23.30% |
| MOTOR POWER ENGINE RECONDITION - USA | 130,478.56 | 112,376.37 | 18,102.19 | 16,153.51 | 12.38% |
| VARIFLOW MELBOURNE - AUS | 129,462.62 | 63,070.03 | 66,392.59 | — | — |
Showing 11 customers. Total and average cover the full result; — denotes an unavailable value.
High confidence Based on your data
Recommendations are grounded in the retrieved rolling three-month versus prior rolling three-month sales, profit and margin results. The forward-looking prioritisation is an analytical interpretation of recent momentum, profitability and margin risk rather than a formal forecast. Built an unsaved next-quarter growth priorities dashboard with headline sales and profit KPIs, product and product-class priorities, customer opportunities, and sales-rep ownership priorities.
Next-quarter growth priorities
HEADLINE PERFORMANCE
Recent sales value
Total sales value across the rep priority view
12M
Recent profit
Total profit across the rep priority view
2M
PORTFOLIO PRIORITIES
Product class priorities
Rolling 3 Months
| Code | Name | Value | Profit | Margin % | |||
|---|---|---|---|---|---|---|---|
| Sept 2026 - Nov 2026 | Jun 2026 - Aug 2026 | Variance | Sept 2026 - Nov 2026 | Sept 2026 - Nov 2026 | Jun 2026 - Aug 2026 | ||
| TOTAL | 15,844,407.72 | 14,921,404.87 | 923,002.85 | 2,991,747.71 | 18.88% | 19.60% | |
| AVERAGE | 2,640,734.62 | 2,486,900.81 | 153,833.81 | 498,624.62 | 17.23% | — | |
| A | Lumination | 8,807,878.57 | 8,649,252.71 | 158,625.86 | 1,585,709.31 | 18.00% | 19.99% |
| D | Lights & Lamps | 5,370,151.47 | 5,043,122.64 | 327,028.83 | 1,089,488.25 | 20.29% | 19.39% |
| B | Power | 1,245,654.75 | 990,241.54 | 255,413.21 | 233,117.27 | 18.71% | 18.08% |
| C | Controls | 297,613.14 | 149,962.91 | 147,650.23 | 65,821.96 | 22.12% | 15.80% |
| E | Outside Lights | 120,061.79 | 88,825.07 | 31,236.72 | 17,311.12 | 14.42% | 17.27% |
| ### | 3,048.00 | 0.00 | 3,048.00 | 299.80 | 9.84% | — | |
6 product classes. — denotes an unavailable prior margin.
Product priorities
Rolling 3 Months
| Code | Name | Value | Profit | ||
|---|---|---|---|---|---|
| Sept 2026 - Nov 2026 | Jun 2026 - Aug 2026 | Variance | Sept 2026 - Nov 2026 | ||
| TOTAL | 1,434,301.11 | 1,444,804.16 | -10,503.05 | 278,973.01 | |
| AVERAGE | 71,715.06 | 72,240.21 | -525.15 | 13,948.65 | |
| 109111 | Pressed Square Lantern Polished Brass c/w Accessories | 123,154.68 | 143,007.36 | -19,852.68 | 15,096.26 |
| 15 | Non-Maintain Emergency Twin Spot 240V - 2x20W | 115,016.00 | 122,658.28 | -7,642.28 | 15,725.85 |
| 106867 | 20W 10Amp Lanterns MR11 | 85,573.24 | 92,810.98 | -7,237.74 | 22,523.36 |
| 16 | LED Bath Light IP68 - 5W - Round | 83,130.39 | 140,061.05 | -56,930.66 | 17,230.11 |
| 106866 | Die-Cast Adj 3 GU10 Spot/Fluor Sus LSS GU10/TL5-C | 81,307.79 | 69,043.89 | 12,263.90 | 21,102.97 |
| 109112 | 70W 30Amp Lanterns MR11 | 76,801.44 | 107,421.96 | -30,620.52 | 8,884.53 |
| 106861 | Compact Fluorescent 7W Lantern 3000K | 76,661.01 | 123,121.01 | -46,460.00 | 15,664.59 |
| 111513 | 21pc LED Lantern - Blue GU10 35mm | 71,514.00 | 61,485.55 | 10,028.45 | 8,266.26 |
| 109242 | 12SN-DLL312SN-DLL3 | 64,932.79 | 21,557.44 | 43,375.35 | 21,922.87 |
| 109093 | Accessory 21 | 64,413.12 | 123,119.76 | -58,706.64 | 11,074.07 |
Showing 10 products. Total and average cover the full result.
CUSTOMER OPPORTUNITIES
Customer priorities
Rolling 3 Months
| Name | Value | Profit | Margin % | ||
|---|---|---|---|---|---|
| Sept 2026 - Nov 2026 | Jun 2026 - Aug 2026 | Variance | Sept 2026 - Nov 2026 | Sept 2026 - Nov 2026 | |
| TOTAL | 2,717,153.91 | 2,020,663.80 | 696,490.11 | 484,842.55 | 17.84% |
| AVERAGE | 135,857.70 | 106,350.73 | 29,506.97 | 24,442.13 | 17.88% |
| MOTOR POWER ENGINE RECONDITION - UK | 185,418.85 | 105,838.66 | 79,580.19 | 22,728.80 | 12.26% |
| MOTOR POWER ENGINE RECONDITION - AUS | 184,539.97 | 163,845.41 | 20,694.56 | 29,455.59 | 15.96% |
| ASAP METALLISING - AUS | 176,069.73 | 94,151.00 | 81,918.73 | 39,074.70 | 22.19% |
| TALLAHESSE - AUS | 168,052.84 | 125,858.38 | 42,194.46 | 31,121.88 | 18.52% |
| STEELFINNE FABRICATIONS LT - AUS | 164,484.59 | 129,018.76 | 35,465.83 | 32,580.99 | 19.81% |
| TALLAHESSE - UK | 148,136.07 | 115,220.81 | 32,915.26 | 19,828.37 | 13.39% |
| MASTER ENGINEERING (WA) P/L - AUS | 147,285.75 | 119,643.83 | 27,641.92 | 33,131.81 | 22.49% |
| ASAP METALLISING - UK | 137,464.37 | 94,454.18 | 43,010.19 | 26,015.47 | 18.93% |
| ROY WILKINS INDUSTRIES - AUS | 132,029.03 | — | 132,029.03 | 30,766.20 | 23.30% |
| MOTOR POWER ENGINE RECONDITION - USA | 130,478.56 | 112,376.37 | 18,102.19 | 16,153.51 | 12.38% |
| VARIFLOW MELBOURNE - AUS | 129,462.62 | 63,070.03 | 66,392.59 | — | — |
Showing 11 customers. Total and average cover the full result; — denotes an unavailable value.
REP PRIORITIES
Grow expanding accounts
Package the growth SKUs into campaigns for ASAP Metallising - AUS, Variflow Melbourne - AUS, S.D.S. Diamond & Boart - AUS, Apogee Products - AUS and Master Engineering (WA) P/L - AUS.
Follow up on new demand
Prioritize Roy Wilkins Industries - AUS: $132.0k in recent sales at 23.3% margin, with no comparable prior-period sales.
Recover margin before volume
Review price and mix for Motor Power Engine Recondition - UK and USA, and Tallahesse - UK/USA, before increasing volume.
Assign these actions to each account’s sales rep.
High confidence Based on your data
The dashboard uses the same retrieved rolling three-month sales, profit and margin results. Headline KPIs describe the rep priority view; the detailed tables retain their own recorded totals. Recommendations indicate priorities rather than a formal forecast. Launch webinar: meet the New Analytics Experience
The biggest update to Phocas Analytics yet - built entirely from what you've been asking for. Faster, more flexible analysis. The Next Generation of Phocas Dashboards. And a brand-new way to get answers straight from your own data.
Join us as we walk through what's new, why we built it, and how it changes the way you work.
What we'll cover:
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The next generation of Phocas Dashboards
Faster and easier to create and share, better at making data more impactful.
- Apply your brand colors, logo and dark mode across every dashboard
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Beta
Workspaces, Powered by PACE
Conversational AI built into your trusted BI platform, a new way to bring data to life.
- Ask a question in natural language and get an answer grounded in the clean, modeled data you already trust
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Enhanced Analytics
Formerly known as Flex Modes. Deeper ad hoc analysis and more flexible reporting anyone can use.
- Enhanced alerts on any column or threshold
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