Program overview

Customer Profitability Models

We organize profitability analysis as an insight-driven engagement with defined checkpoints, enabling clear commercial focus efficiently.

First week activities

  • Director sponsorship and data alignment
  • Current cost structure audit
  • Diagnostic agenda confirmation

90 min

Director briefing session

Core segments

Ranked per engagement

1 owner

Assigned per key segment

Allocate

Costs to customers and channels.

Model

Profitability rankings with team input.

Support

Director review and internal transfer.

Key Profit Signals

Segment rankings

Clear profitability view

Action framework

Commercial guidance

We monitor margin mix improvement and decision confidence.

Core Components

Allocation, modeling, analysis, and framework form an analytical sequence.

Allocation Sessions

Structured cost mapping process.

Modeling Workshops

Building ranked profitability views.

Analysis Sessions

Identification of key profit drivers.

Framework Training

Guidance for commercial application.

Delivery Process for Customer Profitability Models

Allocate

Map costs to customers and channels.

Model

Build profitability rankings.

Analyze

Identify drivers and segments.

Support

Develop decision frameworks.

Engagement Scope

Programs combine cost allocation, profitability modeling, and decision support tailored to commercial directors and sales leadership.

  • Cost Allocation
    Mapping all relevant costs to customer/channel level.
  • Profitability Ranking
    Clear segmentation by margin contribution.
  • Driver Analysis
    Understanding what creates high/low profitability.
  • Action Framework
    Guidelines for pricing, terms, and resource allocation.

Deliverables

Outputs enable precise commercial steering and independent maintenance.

  • Executive summary for Customer Profitability Models
  • Segment profitability report
  • Commercial decision framework

Sustainability Resources

Materials support ongoing profitability analysis.

  • Recorded sessions
  • Template library
  • Model maintenance guide
  • Leadership presentation

Insight Indicators

Progress tracked across visibility, segmentation, and actions.

  • Capability: teams can explain the new way of working.
  • Assets: templates, briefs, and dashboards are versioned and shared.
  • Cadence: recurring ceremonies lock in the habit.

Signals we monitor

  • Costs allocated
  • Segments ranked
  • Actions defined

Insight Progress Updates

Each phase shows clearer view of true profitability.

“We finally know exactly where profit is made—and where it isn’t.”

Discuss Customer Profitability Models

Share context about current initiatives and we will suggest the right sprint format.

Talk to us