Risk & Margin Pilot

Know where margin, cash and delivery risk need attention — before the next management meeting.

LemonRocket turns your existing finance and project data into a focused executive view of what changed, why it changed, and the action to take next.

For multi-branch and project-based businesses. Start with a 14-day paid pilot using two existing data exports.

Executive Command Center

Attention required

Sample data
  • Project 184 is 9 days behind schedule

    High — R420,000 exposure · Operations

  • Client ABC invoice is 31 days overdue

    R184,500 outstanding · Finance

  • Newcastle branch operating costs are 14% above target

    R218,000 above plan · Operations

  • 7 high-value clients have not been contacted in 30 days

    R2.1M of annual account value · Sales

Good data should not require a week of spreadsheet reconciliation.

Margin problems are spotted after month-end.

Cash risk is buried across debtor reports and operational spreadsheets.

Project delays reach leadership after the cost has already escalated.

One executive view. Clear priorities. Faster decisions.

See what changed

Revenue, margin, cash, projects, and operations in one focused view.

Understand why

Risks include financial impact, contributors, and context.

Know what to do next

Each priority includes a recommended action and accountable owner.

From signal to decision in minutes.

Start small. Prove value on your own data.

Rather than asking you to commit to a major implementation, we begin with two existing data exports and focus on the decisions that matter most.

Founding Pilot

Risk & Margin Pilot

R7,500

once-off · 14 days · paid by EFT

  • One business or group
  • Two finance, project, or receivables data exports
  • A tailored executive Command Center
  • Margin, cash, and delivery-risk analysis
  • A 45-minute executive readout
  • A weekly decision brief

Founding-customer availability is limited to two businesses.

From export to executive insight in 14 days.

  1. 1

    Share two existing exports

    CSV or spreadsheet exports are enough to begin.

  2. 2

    We configure the risk view

    LemonRocket maps the key financial and operational signals.

  3. 3

    Receive your executive readout

    See the top risks, why they matter, and what action to take.

Built for operators who need clarity before the meeting.

  • Multi-branch businesses
  • Project-based and operationally complex teams
  • Engineering, construction, industrial, service, distribution, and similar businesses
  • Leaders currently reconciling finance and operational data manually

Continue after the pilot

Businesses that want ongoing weekly monitoring can continue with LemonRocket Intelligence from R6,000 per month.

View ongoing plans →

See the risks hiding in your existing data.

Apply for a paid 14-day Risk & Margin Pilot. We will assess fit, confirm the two data exports needed, and get your executive view live.

or explore the demo