How ScopePilot Protects Proposal Margin

What ScopePilot Calculates

Proposal margin is based on client-facing price and delivery cost.

For each proposal, ScopePilot can show:

• Total price
• Estimated cost
• Gross profit
• Gross margin
• Workspace target margin
• Margin status

Service inputs such as base price, estimated cost, hours, contractor cost, software cost, discount, and buffer percentage can affect proposal economics depending on where the item is edited.

Why Target Margin Matters

The workspace target margin is the minimum margin ScopePilot compares against. When proposal margin is below target, ScopePilot shows a warning and can block sending until the warning is dismissed.

This does not decide whether a deal is good or bad. It makes the tradeoff explicit before the client sees the proposal.

What Clients See

Clients see the investment, scope, and approval terms. They do not see internal costs, gross profit, gross margin, target margin, or internal notes in the client-facing proposal page.

When To Dismiss A Low-Margin Warning

Dismiss the warning only when the below-target margin is intentional. Common reasons include strategic accounts, retained work, prepaid discovery, or a separately approved exception.