11Profitability Analysis
Know which customers, products and jobs actually make money.
We analyze your cost structure and show you profitability by product, service or business unit, so you can make informed decisions about where to put resources and investment.
Profitability Analysis
Sample dataSegments
18
Analyzed
Margin after overhead
14.2%
Whole business
Losing money
3
Segments
What you get
Four deliverables you keep.
True profit by product, service or business unit, with overhead allocated fairly.
Cost allocation model
Overhead assigned on drivers you agree with, not a flat percentage.
Profitability by segment
Margin by product, customer, job or location.
Winners and drags
The few segments that carry the business and the ones that drain it.
Action plan
Reprice, restructure or exit, with the numbers behind each choice.
How it works
Three steps from first call to handover.
Step 01
Gather the costs
Direct and indirect, from your books and operations.
Step 02
Allocate fairly
We agree on drivers with you and build the model.
Step 03
Decide
We walk you through the results and the options.
Sample output
What the work looks like.
A simplified mock of one deliverable from this service. The figures are sample data for a made-up business, not a client's.
- Cost allocation model
- Profitability by segment
- Winners and drags
- Action plan
Profit after overhead, by segment
The segments that carry the business, and the drags
- Item$K
- Commercial · Carrier212
- Residential · Carrier138
- Service plans · Carrier96
- Government · Thin22
- Small jobs · Drag(34)
- Rush orders · Drag(51)
FAQ
Questions about profitability analysis
We look profitable overall. Why do this?
Overall profit often hides segments that lose money. Finding them is usually the quickest margin you'll ever add.
Do we need to change our accounting software?
No. We work from what you already use, such as QuickBooks, Xero or spreadsheets, and connect cloud FP&A tools on top when they help.
How long until we see something useful?
It depends on your data and scope. Before any work starts, you get a written plan with dates for each deliverable.
Related · Optimize & Protect
Where this leads next.
- 06Optimize & Protect
Operational Efficiency Analysis
A ranked list of fixes, each with the cost saved and the effort to get there.
Sample dataExplore Operational Efficiency Analysis - 08Optimize & Protect
Revenue Optimization
Untapped revenue found, and pricing set by margin and demand instead of habit.
Sample dataExplore Revenue Optimization - 09Optimize & Protect
Risk Management & Compliance
A clear list of risks, the controls that cover them, and a plan for the gaps.
Sample dataExplore Risk Management & Compliance
Book a call
Let's look at your numbers.
Tell us what's going on with your business. We'll email you to set up a free 30-minute discovery call about profitability analysis.
Monday to Friday, 8:00am to 5:00pm
Prefer the full form? Go to Book a call