The challenge.
Sales sees invoicing; finance receives allowances, returns and charges after the period closes; logistics absorbs special deliveries. The full cost of serving each retail chain is spread across systems and departments.
Know which customers generate profit, beyond sales.
Snack and cookie manufacturer supplying supermarket chains
Illustrative use case. This scenario shows how a need could be approached; it does not demonstrate an implementation or client results.
The solution.
A profitability model connects invoices, credit notes, commercial charges and logistics costs by customer and product. It retains the document behind each adjustment and separates reconciled amounts from discrepancies still awaiting clarification.
How the solution connects
- 01
Sales + finance
Invoices, adjustments and costs
- 02
Margin model
Account-level reconciliation
- 03
Sales leadership
Visible terms and profitability
Value for the business.
Negotiate promotions, discounts and terms with a more complete view of the margin each account actually generates.
Let’s talk about what you want to make possible.
Solve a problem, connect systems or build something new. Let’s start by understanding it.
Let’s assess your project