Customer Profitability

Find the customers quietly costing you money.

How it works

Allocates direct and overhead costs by customer using your invoice + cost data and ranks them by contribution margin. Identifies the bottom 10% to fire or reprice.

You bring

Invoices
Cost of delivery
Allocation rules

You get

Margin per customer
Bottom-10 list
Repricing suggestions

Example

Prompt

"Show our least profitable customers from the last 6 months."

Output

7 customers below 15% margin. Combined drag: $42k/yr. Repricing options drafted.