1
2
3
4
5
Step 1 of 5
What's your practice management system?
We'll tailor the upload instructions to match your PMS export format.
Cornerstone
Invoice Item Setup export
✓
AVImark
Item List export
✓
Step 2 of 5
Upload your report
Export from your PMS and drop it below. Your data stays in your browser — nothing is sent anywhere.
Required
Invoice Item Setup Report
In Cornerstone: Reports → Inventory → Invoice Item Setup → Export to CSV
Step 3 of 5
What's your clinic name?
This will appear on your report summary.
Press Enter to continue →
Analyzing your price list…
Checking margins and flagging items below threshold
Results
Here's what we found
—
Items flagged below threshold
Margin Threshold 30%
What this means: Items shown here have a gross margin below your threshold. Margin = (Price − Cost) ÷ Price × 100. Items with a negative margin are selling below cost — losing money on every transaction. Use the slider above to adjust the flagging threshold.
Worst 10 Items by Margin Lowest margin first
Full Report — All Flagged Items

Want the Full Report?

View all flagged items with sortable columns, CSV export, and PDF — all inline without leaving this page.