Works with · E2 Shop job profitability analysis
Job profitability analysis for E2 Shop System shops
See which E2 Shop System jobs lost money, how much, and in which cost category, from the export you already have. Keep E2 Shop System as your ERP.
By the MarginGuard team · FactoryEdgeAI · Last reviewed
- Works with E2 Shop System CSV/Excel exports today (live API on the roadmap, not claimed)
- Every job ranked by margin dollars lost, not just a percentage
- Erosion broken down by labor, burden, material, and outside processing
- Weekly review list with alerts and tracked follow-through
The problem
E2's Margin Summary and Job Cost Recap show margin per job at a point in time. MarginGuard keeps that history across imports, ranks erosion in dollars, and turns repeat offenders (customers, part families, cost categories) into a weekly review list.
What to measure
For each job: estimated margin, actual margin, and the dollar gap, split by cost category. Across jobs: total erosion this period, the customers and part families that account for most of it, and whether last month's fixes held. The example below uses a job from the E2 Shop System sample export.
How MarginGuard helps
Export a job-cost report from E2 Shop System (see the export guide), upload it, confirm the job number and customer columns, and MarginGuard builds the dashboard: total erosion, top losing jobs, where the money went, and alerts for new jobs that slip. Re-upload weekly to keep it current. E2 Shop System stays the system of record.
Next step: sign up, load the demo, or compare plans.
How to get started
- Step 1Export from E2 Shop System
Follow the E2 Shop System export guide to get one row per job with revenue and estimated and actual costs.
- Step 2Upload and confirm
MarginGuard maps the columns, shows a readiness score, and asks about anything ambiguous before saving.
- Step 3Review where margin went
Open the dashboard: erosion in dollars, top losing jobs, cost-category breakdown, and customer rollups. Assign follow-ups as opportunities.
What MarginGuard adds to E2 Shop System
E2 Shop System answers “what did this job cost?”. MarginGuard answers “which jobs, customers, and cost categories are costing us margin, and are we fixing it?”. It does that by ranking erosion in dollars across every imported job, keeping history across uploads, and tracking each improvement as potential, implemented, and verified. There are no claimed savings until they're verified.
What it doesn't do
MarginGuard doesn't schedule, quote, purchase, or post transactions, and it doesn't write anything back to E2 Shop System. It doesn't live-sync today; you upload an export. That keeps setup to minutes and leaves E2 Shop System untouched.
| Line | Estimated | Actual | Variance |
|---|---|---|---|
| Labor | $2,800 | $3,100 | $300 |
| Machine / burden | $1,900 | $2,100 | $200 |
| Material | $3,200 | $3,350 | $150 |
| Outside processing | $400 | $420 | $20 |
| Total cost | $8,300 | $8,970 | $670 |
| Margin | $4,200 (33.6%) | $3,530 (28.2%) | −$670 erosion |
Revenue $12,500. Positive variance = cost overrun. Margin erosion = estimated margin − actual margin.
Downloads
- E2 Shop System sample export (CSV)
Try the full flow before exporting your own data.
FAQ
- Does MarginGuard replace E2?
- No. E2 keeps running quoting, scheduling, and purchasing. MarginGuard reads a job-cost export and shows where margin went.
- What does MarginGuard add beyond E2 Margin Summary?
- History across months, dollar-ranked erosion, rollups by customer and cost category, alerts on new losers, and an opportunity tracker so fixes are followed through.
- Do we need IT to set this up?
- No. Whoever can run Margin Summary in E2 can export the file and upload it.
- Is our E2 data safe?
- You share only the exported columns. No database access or E2 credentials are needed, and data is isolated to your organization.
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See which E2 Shop System jobs lost money
Free account, one export, results in minutes, or explore the demo shop first.
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