How Margn works

Margn turns your financial transaction data into benchmarked insights — showing you how your margins, cost mix, and unit-level profitability compare to other businesses in your industry.

Three steps to insights

1

Export your data

Pull a transaction-level export from your accounting system (QuickBooks, Xero, etc.) and format it to match your industry template.

2

Upload your CSV

Drop your file on the Upload page. Margn validates every row, maps categories to the standard taxonomy, and loads it in seconds.

3

Read your dashboard

See gross and net margins, cost mix, per-unit profitability, and how you stack up against the portfolio benchmark — all in one view.

CSV format

Every upload must be a .csv file with the following columns in any order:

ColumnDescription
transaction_idA unique identifier for each row (e.g. TXN001)
organization_idAny numeric value — the system uses your account
operating_unitThe name of the project, site, contract, or store
transaction_dateDate in YYYY-MM-DD format (e.g. 2026-01-15)
categoryMust match your industry template exactly (see below)
transaction_amountPositive for revenue, negative for costs (e.g. -4500)
transaction_typeEither "revenue" or "cost"

Amount rules

  • Revenue rows must have a positive amount and transaction_type = revenue
  • Cost rows must have a negative amount and transaction_type = cost
  • Zero amounts are rejected

Industry templates

The category column must exactly match one of the values for your industry. Download a sample file to see a working example.

General Contractor

Operating unit = Project

Download sample
Contract RevenueLaborSubcontractorMaterialsEquipmentPermitsOverhead

Janitorial

Operating unit = Contract

Download sample
Service RevenueLaborCleaning SuppliesEquipmentOverhead

Landscaping

Operating unit = Site

Download sample
Service RevenueLaborPlants & MaterialsEquipmentOverhead

Restaurant

Operating unit = Location

Download sample
SalesLaborFood IngredientsUtilitiesOverhead

Retail

Operating unit = Store

Download sample
SalesLaborInventoryRentUtilitiesOverhead

Transportation & Logistics

Operating unit = Route

Download sample
Delivery RevenueDriver LaborFuelVehicle MaintenanceVehicle LeaseContracted DriversOverhead

Tips for clean data

Use one row per line item

Each transaction should be its own row. Do not summarize multiple invoices into a single row — the more granular, the better.

Be consistent with operating unit names

Use the exact same name each time you reference a project, site, or contract. "Main St." and "Main Street" will be treated as two different units.

Match category names exactly

Category matching is case-sensitive. Copy the category names from the sample file to avoid validation errors.

Include a date range, not just snapshots

Uploading a full period (e.g. one quarter) gives you the most meaningful benchmark comparisons.

Ready to get started?

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