Customer & Product Profitability Analyzer
PROAnalyze true profitability by customer and product using activity-based costing, cost-to-serve analysis, and ABC segmentation to identify profitable relationships and optimize my portfolio.
Example Usage
“I’m the CFO of a B2B software company with 250 customers. We sell subscription licenses with support included. I need to analyze which customers are truly profitable after accounting for support costs, implementation time, discounts given, and payment processing fees. Can you:
- Generate a profitability report segmenting customers into A/B/C categories
- Show me which 20% of customers generate 80% of profit
- Identify unprofitable customers and diagnose why (low revenue, high discounts, or high support costs?)
- Provide a cost-to-serve breakdown for each customer tier
- Recommend pricing changes or service level adjustments for unprofitable customers”
Skill Prompt
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How to Use This Skill
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Copy the skill using the button above
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Suggested Customization
| Description | Default | Your Value |
|---|---|---|
| Method for allocating indirect costs: pro_rata, activity_based, equal, or custom | pro_rata | |
| Whether to include overhead, support, and delivery costs | true | |
| Minimum profit margin (%) to classify as profitable | 0 | |
| Primary analysis dimension: customer, product, segment, region, or combination | customer | |
| Time period: monthly, quarterly, annual, or lifetime | annual | |
| Top percentage for A segment (Pareto analysis) | 0.20 |
Research Sources
This skill was built using research from these authoritative sources:
- Maximize ROI with Customer Profitability Analysis Step-by-step guide on cost allocation, profitability metrics, and customer segmentation
- Profit Margin Defined: How to Calculate, Types and Uses NetSuite reference on gross, operating, and net profit margin calculations
- A 5-Step Customer Profitability Analysis BDC Canada's practical framework for B2B customer profitability
- ABC Analysis: Customer Segmentation & Inventory Guide Guide to ABC methodology for prioritizing high-value customers
- Activity Based Costing Explained ABC methodology explanation and implementation steps
- Business Analytics in Customer Lifetime Value Wiley 2024 survey of CLV models and business analytics approaches
- Customer Profitability Analysis in Decision-Making PLOS ONE 2024 study on CPA for strategic decision-making
- Time-Driven Activity-Based Costing Model Emerald case study on TDABC for customer profitability
- ABC Analysis for Customer Segmentation ABC matrix and curve methodology for customer prioritization
- How to Calculate Profit Margin on a Product Step-by-step product-level margin calculation with examples