Finance · Dashboard · Standard package
Profitability by segment
Service / product / geography P&L with gross margin by line and industry benchmarking to surface your most and least profitable segments.
A guided session with our team.
Video demo coming soon
How it works
- 1Revenue and cost drivers mapped per segment
- 2Segment P&L built into your ERP
- 3Pricing and mix improvement recommendations delivered
What you receive
- Segment P&L (monthly)
- Gross margin by product / service / geography
- Cost allocation model
- Industry benchmark comparison
Tools and connections
6 tools listed for this solutionWorks around the tools you already use
Your tools
- Tally
- SAP
Zoho Books- Power BI
- Excel
Google Sheets
How they connect
- Direct connection, where the tool allows it
- Regular import or export of files
- Assisted workflow your team runs
The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.
Full workflow · 6 steps
- 01Revenue and cost drivers mapped per segment
- 02Cost allocation methodology designed and agreed
- 03Segment P&L built into your ERP
- 04Industry benchmarks pulled for margin comparison
- 05Monthly profitability dashboard refreshed automatically
- 06Pricing and mix improvement recommendations delivered
Everything included · 5 deliverables
- Segment P&L (monthly)
- Gross margin by product / service / geography
- Cost allocation model
- Industry benchmark comparison
- Profitability improvement recommendations
What we’ll need from you
- Revenue and cost drivers mapped per segment
- Access to the relevant tools and a sample of real data
- A named owner on your team to review outputs
Human review
Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.
Delivery and support
- Package
- Standard · price shared on enquiry
- Tentative build time
- 3–4 weeks, confirmed after your demo
- Maintenance & support
- Email + WhatsApp within 4h, in your SUITE AI Workspace
- Billing
- One-time build fee plus monthly maintenance in your SUITE AI Workspace
- Availability
- Built and scoped for each business — not an off-the-shelf product.
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