🧮 Calculator · Editable Excel
Margin Leak Calculator
Interactive Excel that estimates how much money your company loses each month due to non-optimized processes.
Last updated: May 26, 2026
Who is this for
If you identify with any of these profiles, this is for you.
COO / Operations
You need to justify investment in optimization with real numbers.
CFO / Finance
You suspect leaks are larger than reported, but cannot measure them.
SME CEO
You want to understand if it is worth spending $25K on an ERP — the calculator tells you in 15 minutes.
What you'll learn
Key takeaways.
- Quantify the real cost of the operational status quo in USD/month
- Identify which of the 5 areas bleeds most
- Validate if a tech investment of $X makes sense vs current leaks
- Present concrete numbers to your board instead of "we should improve processes"
- Project annual leak (big numbers push decisions)
Table of contents
Exactly what's inside.
Sheet 1: Interactive calculator
Blue cells = editable inputs. Gray cells = automatic outputs.
Section 1: Sales and conversion (6 inputs)
Sales, margin, leads, conversion, average ticket
Section 2: Operations (5 inputs)
Orders, error rate, correction cost, stock discrepancy
Section 3: Time and productivity (5 inputs)
Hours on repetitive tasks, cost per hour, accounting close days
Automatic executive summary
5 calculated leaks in USD/month + monthly total + annual projection
Sheet 2: How it works
Detailed methodology + industry benchmarks + limitations
💡 Why we built this
The story behind the resource.
"In 80% of our first meetings, the client says "we think we are losing money but do not know how much". We decided to give them the tool to QUANTIFY that intuition."
— COBIZ Team
How to use it
It's not just downloading. It's using it well.
1. Fill inputs with REAL data
Do not estimate "more or less". Get numbers from CRM, ERP, accounting.
2. Review each output
Do not just look at the total. Each leak tells you WHERE to attack.
3. Share with your board
The annual projection is the number that moves decisions.
4. Reuse it every quarter
After any investment, fill again and compare.
⚡ After this resource
Want to go from "generic framework" to diagnostic of your company?
This resource gives you the framework. COBIZ Analyst gives you the real diagnostic of YOUR company with an executive dossier in 24 hours. From $24.99 USD.
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