Sample document

Cordell Gear Works is invented and so are its company figures. The input cost series are real, pulled from the Bureau of Labor Statistics and cited by series ID at the foot of the page so you can check every one of them.

Insight · roadmap steps 7–13 · operating dashboard

Cordell Gear Works

Industrial gearboxes and speed reducers · $120M · 430 people

Your inputs are up 18%. The market you sell into is up 2%.

That is not our estimate — both are published producer price indexes and both are listed at the foot of this page with their identifiers. Everything the board below ranks is some consequence of that gap, and the only question worth asking this month is which consequence to spend Tuesday on.

Seven measures, ranked against each other rather than laid out in a grid. The worst thing is the biggest thing; anything that is fine collapses to a line at the bottom. Change the month and watch the order change.

  • CRITICALMargin against the price file

    2.2 pts

    $228,000 a month

    Quoting still assumes 31%. Steel is +19% since the September 2025 price file, which is +6.3% on cost once weighted.

    Rebuild the price file by category. Not a blanket increase — the categories moved by different amounts, and a flat rise overcharges half the book and undercharges the rest.

  • WATCHInbound freight, unrecovered

    +10.0%

    $37,000 a month

    Inbound freight is +10% since the price file and is not in it at all. Nobody quotes freight.

    Put freight on the quote. It is a line item everywhere else in this trade and it is absorbed here.

  • WATCHForecast bias by channel

    +4.1%

    The total is +4.1% and looks fine. OEM is +14% and aftermarket -10% — they cancel.

    Forecast the two channels separately. The total being nearly right is what hides this. One number cannot be managed when it is two problems in opposite directions.

  • WATCHCash tied up in the cycle

    125 days

    115 days of inventory plus 52 collecting, less 41 paying. Up 18 days on last July — about $6,186,680 of cash.

    Attack inventory days first. Inventory is the largest of the three and the one you control. It is building against a forecast that is wrong by channel.

  • WATCHWin rate on quoted work

    29%

    Down 5.7 points since last July, while quoted prices lagged the steel market.

    Find out what you are losing on. Price and lead time are different problems with opposite fixes, and the quote log will say which.

  • WATCHRevenue from products under five years old

    9.8%

    9.8% of revenue comes from products launched in the last five years.

    Decide what replaces the current book. Falling vitality is slow and it is not urgent until the morning it is.

Not a problem this month

  • OKSetup share on the constraint31%

How this is ranked, and what it will not tell you

Severity first, then money. Sorting on color alone would put a $2,000 problem above a $200,000 one; sorting on money alone would bury a real failure under a large healthy number.

Only two of the seven can be costed honestly — the margin gap and the freight, because both are a percentage applied to a figure the company already knows. The other five rank on how bad they are and on a stated weight. We could have attached a dollar figure to each to make the ordering look more rigorous, and every one of them would have been made up.

Every band is written in words as well as colored. Roughly one man in twelve cannot reliably separate the red from the green, and this is a dashboard for a plant.

Where the input figures come from

Company figures are invented. These are not, and they are the ones carrying the headline. Every series is public and re-pullable at the identifier given.

SeriesTitleJun 202612 months
WPU1017PPI Commodity: Steel mill products361.4+18.3%
WPU101PPI Commodity: Iron and steel366.3+15.2%
PCU484121484121PPI Industry: Long-distance general freight trucking, truckload204.6+13.1%
PCU332811332811PPI Industry: Metal heat treating321.5+3.5%
PCU332710332710PPI Industry: Machine shops212.6+1.7%
PCU333120333120PPI Industry: Construction machinery manufacturing366.8+2.0%

Bureau of Labor Statistics producer price indexes, pulled August 2026, comparing June 2026 against July 2025. Public data ages — re-pull before relying on any of it.

Data with integrity makes the best decisions

Which of these is your Tuesday?

The ranking is the product. Knowing that the margin file matters more this month than the win rate is the difference between a busy quarter and a profitable one.

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