# Customer and product profitability: analysis & diagnostics template

> Pocket margin after every adjustment and cost to serve, by customer, product and the two together. A Revomo template for all industries.

Source: https://revomo.ai/marketplace/templates/pocket-profitability/

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Business need
- [Margin Leakage](https://revomo.ai/marketplace/collections/margin-leakage/)
- [Cost Recovery](https://revomo.ai/marketplace/collections/cost-recovery/)
- [Price Increase](https://revomo.ai/marketplace/collections/annual-price-increase/)
- [Quote & Deal Performance](https://revomo.ai/marketplace/collections/quote-deal-performance/)
- [Contract Renewal](https://revomo.ai/marketplace/collections/contract-renewal/)
- [Rebates & Incentives](https://revomo.ai/marketplace/collections/rebates-incentives/)
- [Market Response](https://revomo.ai/marketplace/collections/market-response/)

Industry
- [Industrial distribution](https://revomo.ai/marketplace/templates/?industry=distribution)
- [Machinery & industrial products](https://revomo.ai/marketplace/templates/?industry=machinery)
- [Building products](https://revomo.ai/marketplace/templates/?industry=building)
- [Chemicals & materials](https://revomo.ai/marketplace/templates/?industry=chemicals)

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- [Analysis & Diagnostics](https://revomo.ai/marketplace/templates/?category=analytics)
- Template

## Customer and product profitability

Pocket margin after every adjustment and cost to serve, by customer, product and the two together.
[See the Customer and product profitability in Revomo →](https://revomo.ai/contact/?source=marketplace&type=template&artifact=pocket-profitability&name=Customer+and+product+profitability&collection=margin-leakage)

### 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 growth](https://revomo.ai/marketplace/metrics/sales-growth/)*Metric* Act when: Up or down over x%
- [Customer wallet share](https://revomo.ai/marketplace/metrics/wallet-share/)*Metric* Act 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

All industries

Type
Template

Category
[Analysis & Diagnostics](https://revomo.ai/marketplace/templates/?category=analytics)

Industries
All industries

Business need
[Margin Leakage](https://revomo.ai/marketplace/collections/margin-leakage/)

Composed of
3 platform objects

[See this in Revomo →](https://revomo.ai/contact/?source=marketplace&type=template&artifact=pocket-profitability&name=Customer+and+product+profitability&collection=margin-leakage) On representative data, or a slice of your own.

### Related templates

- Analysis & Diagnostics #### [Margin leakage waterfall](https://revomo.ai/marketplace/templates/leakage-waterfall/) List to pocket for any slice of the business, with the reason behind every bar and the record that governs it. All industries · Uses 1 metric
- Analysis & Diagnostics #### [Price realization by account and segment](https://revomo.ai/marketplace/templates/price-realization/) Realized price against list and target, by account, segment and rep, with the accounts under the corridor named. All industries
- Analysis & Diagnostics #### [Discount corridor compliance](https://revomo.ai/marketplace/templates/corridor-compliance/) Which quotes and orders left the corridor, by how much, who approved them and what it cost. All industries · Uses 2 metrics

### 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.
[See this on your commercial data →](https://revomo.ai/contact/?source=marketplace&type=template&artifact=pocket-profitability&name=Customer+and+product+profitability&collection=margin-leakage)[All templates](https://revomo.ai/marketplace/templates/)
