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Workspace Health

Find Costing Problems Before They Affect Decisions

Review the completeness and reliability of Materials, Packaging, Recipes, Builds, Products, conversions, supplier data, and pricing from one organized health view.

Turn incomplete records into clear, actionable tasks.

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Health ScoreIssuesActions

Workspace Health Overview

Health score, data-quality status, missing costs, and recommended actions

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One missing field can weaken every calculation that depends on it

A Product may appear complete while still depending on a Material with no valid price, an incompatible unit, an incomplete Recipe or Build, or missing Packaging information.

Missing Source Costs

A Material or Packaging record may not have a usable Purchase Price or Cost per Unit.

Incomplete Recipes and Builds

A Recipe or Build may be missing output, yield, units, or Materials details.

Incomplete Products

A Product may lack linked Recipes or Builds, Packaging, Product Cost, or Sale Price.

Conversion Problems

A quantity may use units that cannot be converted safely.

Bring data-quality issues into one clear view

Workspace Health reviews important costing records and organizes potential problems by type, severity, and recommended action. Users can understand what is incomplete, which record is affected, why it matters, which calculations may be affected, what action should be taken, and whether the issue has been resolved.

Workspace Health should identify risks without changing user data automatically.

How Workspace Health works

1

Review Workspace Records

Check Materials, Packaging, Recipes, Builds, Products, conversions, and supplier data.

2

Validate Required Information

Confirm that the fields needed for costing are present and usable.

3

Identify Issues

Find missing prices, invalid units, incomplete records, duplicates, or stale information.

4

Group by Severity

Organize items as Informational, Review Needed, Important, or Blocking.

5

Recommend an Action

Explain what the user should review or correct.

6

Track Improvement

Update the health view as records are completed.

See the overall condition of the workspace

The Workspace Health score is built from clearly defined factors that reflect record completeness and validation checks.

Materials with valid Purchase PriceMaterials with valid Cost per UnitPackaging with valid costMaterials with valid unitsMissing conversionsRecipes and Builds with complete MaterialsRecipes and Builds with valid outputProducts with calculated Product CostProducts with Sale Price where expectedSupplier records with usable item dataDuplicate or conflicting recordsStale or unresolved warnings

The Workspace Health score reflects record completeness and configured validation checks. It does not replace professional financial review.

86%
Good
Excellent
Good
Needs Attention
At Risk

Understand what needs attention

Each issue category groups problems by record type and nature.

Missing Costs

Materials or Packaging without a usable price.

Missing Units

Records without a valid purchasing or usage unit.

Conversion Issues

Quantities that cannot be converted correctly.

Incomplete Recipes and Builds

Missing Materials, output, yield, or required cost information.

Incomplete Products

Missing Recipes or Builds, Packaging, pricing, or Product Cost.

Supplier Data Issues

Missing supplier name, supplier item number, pack, or Case Size.

Duplicate Records

Potentially duplicated Materials, Packaging, Recipes, Builds, or Products.

Stale Data

Records that have not been reviewed or updated within a configured period.

Pricing Risks

Products with missing Sale Price or margin below a configured target.

Focus on the most important issues first

Severity states use clear text and icons. They do not rely on color alone.

Blocking

The calculation cannot be completed reliably.

Blocking

Important

The record may calculate, but the issue could materially affect cost or reporting.

Important

Review Needed

The data may be incomplete, outdated, or inconsistent.

Review Needed

Informational

A suggested improvement that does not prevent calculation.

Informational
Issue Statuses
NewIn ReviewResolvedIgnored with Reason

If Ignore is supported, a reason is required and the issue history is preserved.

Keep the costing workspace dependable

Health Score

Summarize overall data completeness.

Issue Categories

Group problems by record and type.

Severity Levels

Prioritize the highest-risk items.

Direct Record Links

Open the affected Material, Recipe, Build, Product, or conversion.

Recommended Actions

Explain what should be corrected.

Progress Tracking

See the score improve as issues are resolved.

Missing Cost Detection

Find records without usable cost data.

Conversion Validation

Identify missing or incompatible conversions.

Duplicate Detection

Flag likely duplicate records.

Pricing Review

Identify Products with missing or risky pricing.

Turn a vague warning into a clear action list

An industry-neutral example showing how Workspace Health organizes issues into a prioritized action list.

Workspace Health
86%
Status
Good — 7 items need attention
Issues
2 Materials missing Purchase Price1 Packaging record missing Case Size1 Recipe or Build missing output unit1 Product missing Sale Price1 custom unit with no active conversion1 possible duplicate Material
Priority Order
  1. 1Fix the missing Recipe or Build output unit
  2. 2Add the missing Material prices
  3. 3Review the Packaging Case Size
  4. 4Confirm or merge the duplicate record
  5. 5Review the Product Sale Price

Move from workspace summary to individual record

Review the overall workspace health score, status, and summary of issues.

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Health Overview

CostFoundry interface preview

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Build decisions on cleaner cost data

Find missing costs earlier

Identify invalid conversions

Complete Recipes, Builds, and Products

Prioritize important corrections

Improve report reliability

Track workspace data quality over time

Strengthen the data behind every calculation

Materials and Packaging Databases

Centralize supplier details, pack information, units, and cost calculations.

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Flexible Unit Conversions

Use standard, custom, and Material-specific conversions for accurate costing.

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Recipe and Build Management

Build repeatable Recipes and Builds with Materials, yield, and nested components.

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Reports and Exports

Analyze profitability, costs, trends, and data quality with exports.

Learn More

Workspace Health FAQ

Workspace Health reviews Materials, Packaging, Recipes, Builds, Products, conversions, and supplier data. It identifies missing prices, invalid units, incomplete records, conversion problems, duplicate records, stale data, and pricing risks.

Learn how to use this feature

Step-by-step instructions, examples, and troubleshooting tips in the CostFoundry Learning Center.

Common Issues and Solutions

Find practical solutions for common CostFoundry setup, import, costing, conversion, pricing, scaling, report, and account issues.

Open Guide

Ready to strengthen the data behind every cost?

Find missing prices, incomplete records, conversion problems, and other issues before they affect decisions.