Customer and product profitability
Pocket margin after every adjustment and cost to serve, by customer, product and the two together.
The business question
Which customers and products actually make money after everything?
What it does
Computes pocket margin after every adjustment and an allocated cost to serve, by customer, product and the two together. A whale-curve preset shows where the profit concentrates and where it is given back.
What’s inside
Composed from the platform’s own objects, so it is a configuration you can open, not a document.
- View: pocket margin by customer and SKU
- Formula: cost to serve allocation
- Preset: whale curve
Uses these metrics
The measures that call for this template when they move, each with its own page.
- Sales growthMetricAct when: Up or down over x%
- Customer wallet shareMetricAct when: A shift of x points either way
Commercial context required
What Revomo reads to run it. Everything else in the template is derived from these records.
- The governed commercial context: customers, products, transactions, prices, costs and agreements
Relevant industries
See this template in Revomo.
We will show the Customer and product profitability running on representative data, or on a slice of your own, and what it would take to run it on yours.