Operator resource

Margin-risk review checklist

Use these prompts to review paid media spend, competitor pricing, and inventory with your team.

A concise, printable review aid

After reviewing these risks, estimate their potential monthly impact with the margin exposure estimator.

Questions about the checklist? Read the FAQ.

Workflow research for multichannel operators: how does your team assess margin risk? Share your workflow

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Paid media spend

Compare spend with a recent, like-for-like period; note the campaign, channel, window, and any budget or targeting changes.
Check whether conversion volume, order value, and contribution margin moved alongside spend; mark missing cost or attribution data.
Reconcile sales, discounts, returns, product costs, and media costs for the products carrying the spend.

Competitor pricing

Confirm the same product or variant, market, currency, pack size, shipping, and promotion before comparing prices.
Record each source and observation time; recheck stale or missing listings before using them in a decision.
Compare proposed price changes with current product costs and your chosen margin floor; note assumptions.

Inventory

Compare available on-hand units with recent sell-through, open orders, and confirmed inbound stock.
Check the SKU, location, inventory timestamp, and units before using a count.
Review fulfillment fees, stock cover, and replenishment lead time before shifting demand or changing a price.

This is a manual review aid. Use current source data and your own operating thresholds; the checklist does not set benchmarks or perform these checks automatically.