Revenue tells you who buys the most

It doesn’t tell you if that customer is your most profitable after you factor in the cost to deliver results.

But once you account for:

● what it costs to deliver the work,

● additional support and account-management time,

● discounts,

● rework,

● shipping,

● commissions,

● slow payment,

● or other customer-specific costs

the economics can look completely different

That means your biggest customer is not automatically your best customer.

And in some cases, an account you consider valuable may actually be costing your business money without you realizing it.

In about 15 minutes, the Customer Profitability Finder helps you see:

WHICH CUSTOMERS TO PROTECT

The accounts that produce the best margins in your business that you should nurture, grow, and find more like them.

WHICH CUSTOMERS TO FIX

Accounts that are profitable, but closer to break-even than expected because of pricing, scope, labor, support, discounts, or other costs.

WHICH CUSTOMERS REQUIRE A DECISION

Accounts that may be losing money once the true cost of delivering and servicing them is included.

HOW IT WORKS

1. ENTER YOUR TOP CUSTOMERS

Start with 5–10 of your largest or most important accounts.

2. ADD A FEW BASIC NUMBERS

For each customer, enter:

● Revenue

● Direct delivery cost

● Service + support cost

● Other customer-specific costs

3. LET THE FINDER DO THE MATH

The tool automatically calculates:

  • Gross Margin

  • Cost to Serve

  • Profit After Cost to Serve

  • Customer Margin %

4. SEE WHERE TO LOOK FIRST

Each customer is categorized as:

🟢 PROTECT / GROW

🟡 FIX / INVESTIGATE

🔴 DECIDE

So instead of staring at a spreadsheet full of numbers, you know where your attention should go.

WHAT YOU GET

CUSTOMER PROFITABILITY FINDER

The spreadsheet that analyzes your top customers and flags potential profit problems.

PLUS:

5–7 MINUTE WALKTHROUGH

I’ll show you exactly what to enter, how to estimate costs, and how to interpret your results.

BONUS:

ADVANCED CUSTOMER MARGIN ANALYSIS FIELD GUIDE

Want to understand the deeper FP&A methodology behind the Finder?

The bonus field guide walks through the formulas, customer-margin methodology, and

advanced visualizations used by FP&A teams to analyze customer profitability.