Intermediate

Customer/product profitability model with contribution margins

Builds a profitability view by customer or product including allocations where appropriate and a transparency note. Useful for commercial strategy and pruning unprofitable segments.

Build a customer/product profitability model for {period}.

Inputs:
- Revenue by customer/product: {revenue_detail}
- Direct costs (COGS, delivery): {direct_costs}
- Variable Opex linked to revenue (commissions, payment fees): {variable_opex}
- Allocation pools (optional): {allocation_pools}
- Profitability questions to answer: {questions}

Output:
1) Profitability table: Revenue, Direct cost, Contribution margin, Allocated costs, Operating margin.
2) Top/bottom segments and drivers.
3) Allocation transparency: what was allocated and why (avoid false precision).
4) Actions: pricing, terms, service model, cost reduction.

Include caveats and data quality notes.

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Determines how to charge back HR, IT, and Finance costs to operating business units.

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KPI tree: link strategy to drivers and metrics

Creates a KPI tree that connects strategic objectives to operational drivers and metrics with definitions. Useful for leadership alignment and dashboard design.

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