CUSTOMER MARGIN ANALYTICS
You're leaking profit through underperforming customers
Transform your organization's health and value by understanding which ones
Unlocking profitability for
Every product is profitable on the surface
Your products are priced for profit. You've done the modeling, and the margins are healthy—on paper. But real business happens beyond the spreadsheet.
Every customer adds complexity: pricing negotiations, volumes, rebates, payment terms, service expectations. These variables quietly erode your margins. What starts as a profitable deal can end up costing you more than it earns.
The truth is, product-level profitability tells only half the story. To really understand your bottom line, you need to uncover the full cost of serving each customer. When you see the full picture—commercial terms, operational costs, and customer-specific overhead—you gain the power to make smarter decisions about pricing, account strategy, and resource allocation.
Why is it so hard to identify (un)profitable customers?
Lots of customers
No two customers are the same. Pricing negotiations, discounts, rebates, payment terms, and service-level agreements vary widely across accounts. These individual deals often deviate from standard models, creating hidden costs that aren’t obvious in aggregate reporting.
Hidden cost-to-serve
Serving customers involves more than just delivering products. Special delivery requirements, small or irregular order volumes, expedited shipping, manual processes, or excessive service needs all quietly erode margins. These costs are often spread across operations and don’t get fully allocated to customer-level profitability views.
Fragmented Data
Data about pricing, service costs, and customer behavior often lives in disconnected systems — ERP, CRM, logistics, finance. Without integrated visibility, companies struggle to build a true end-to-end view of customer profitability. As a result, loss-making accounts can stay hidden in the noise.
Why is it so hard to identify profitable customers
Hidden Commercial Terms
No two customers are the same. Pricing negotiations, discounts, rebates, payment terms, and service-level agreements vary widely across accounts. These individual deals often deviate from standard models, creating hidden costs that aren’t obvious in aggregate reporting.
Hidden Operational Costs
Serving customers involves more than just delivering products. Special delivery requirements, small or irregular order volumes, expedited shipping, manual processes, or excessive service needs all quietly erode margins. These costs are often spread across operations and don’t get fully allocated to customer-level profitability views.
Fragmented Data
Data about pricing, service costs, and customer behavior often lives in disconnected systems — ERP, CRM, logistics, finance. Without integrated visibility, companies struggle to build a true end-to-end view of customer profitability. As a result, loss-making accounts can stay hidden in the noise.
Identify profit makers and profit takers
We partner with business leaders who are accountable for profitable growth. Whether you’re in Finance, Sales, or Operations, you’re constantly balancing revenue ambitions with margin realities. We help you go beyond top-line performance to truly understand where profitability is created—or lost.
By revealing the hidden costs of doing business, we give you the clarity to make smarter decisions about pricing, customer strategy, and resource allocation. (something equation related)
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<<work out at scale, with agility, what a specific customer should be paying>>
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Optimize customer profit with clarity
"The ability to be this surgical and precise about what customers we choose to service, is a huge advantage (no one else can do it in our industry), which means we focus on all the best customers and allow our competitors to fight for the low profitability ones, because they're not able to identify those differences like we are."
Taylor Carcasole, Director of Strategy Hi-Pro Feeds
Are you blind to your biggest opportunities?
Take the Profit Anopia Assessment
Anopia is the state of being blind or lacking sight. There's the age old saying of "you don't know what you don't know" but we think of it as "you can't change what you can't see". Take the assessment to find out if you're struggling with Profit Anopia.
Our technology partner
We've partnered with IBM to provide market leading technology in a bundle that includes more than just amazing software.
ActionKPI's IPS is a program including IBM Planning Analytics, IBM Cognos Analytics, Professional Services, User Training and Model Blueprints.
Never get caught in a tug-of-war between your software provider and professional services partner again.
