Profitability & Cost Management
Drive efficiency in your business by knowing your operating margin and net margin by customer, product, and channel.
The PlaidCloud Profitability & Cost Management solution calculates and shares customer profitability and product profitability information.
PlaidCloud is designed to automate the data wrangling portion of a customer profitability system while placing control of business decisions such as cost allocations into the hands of financial analysts. PlaidCloud is equipped to ingest source data from multiple ERP systems and offline systems with manual integration.
Build an Accurate & Detailed View of Enterprise Profitability
With PlaidCloud, the finance and operations teams are able to calculate operating margin and net margin for every unit of sale. Our solution enables data-driven organizations to progress from a gross margin mindset to toward accurate & repeatable calculation of operating margin and net margin by customer, product & channel.
Build Complete Profitability & Cost Management Models
Automate the use of managerial accounting techniques such as activity based costing & driver-based allocations to produce accurate and timely cost allocations, customer profitability & customer profitability.
Build Multi-Dimensional Costing & Profitability Models
Country by Country Reporting (CbCR)
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Report revenue, profit, and other key measures by country.
Profit Monitoring
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Monitor YTD margins in order to anticipate price changes.
Segmented P&L Reporting
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Detailed auditable P&L by segment available with traceback to financials.
Allocate Costs, Monitor & Visualize Profit
OPEX Allocations
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Point & click rule based assignments can be configured and maintained easily by business analysts.
This results in ownership by the business and responsiveness needed to maintain accuracy over time.
Global Cost Visualization
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View costs split by direct vs. indirect categories. In addition,
view costs flowing through to different cost objects such as customer, product, and channel.
Cost Trends
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Track cost and profitability performance on a monthly, quarterly, and annual basis.
Additionally, both Year-to-Date and Travelling Twelve Month views can be supported.
Profit Monitoring
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Monitor net margin on a monthly basis, resulting in a more responsive organization.
Businesses are more efficient in the long run when accurate cost and P&L data is readily available.
Key Benefits
Automation
Runs automatically as part periodic or month-end close process.
Multi-Dimensional Analysis
Analyze profitability across customer, product, channel, etc.
Configurability
The finance team controls allocation logic using interfaces, not code.
Traceability
Results tie out to company financials.
Start with a conversation.
Turn your company’s financial and operational data into actionable insights with impact. Contact PlaidCloud to get more information and request a demo. Contact sales@plaidcloud.com or call 408-827-8262.
Start with Pre-Built Flexible Solutions
PlaidCloud's AI managed infrastructure ensures the technology is always there when you need it and self-heals so you never have to worry. Batteries included, nothing to install or settings to decide. Focus on analysis and insights. Leave the tech to us. Fast and complete, everything you need from data collection with powerful transformations to beautiful dashboards. All built for speed on any size data.
Goods Transfer Pricing
Automate OPEX allocations, segmented P&L, profit monitoring, price resetting, CbCR reporting.
Profitability & Cost Management
Calculate net margin by customer, channel and product.
Intercompany Invoicing & Tax Compliance
Generate & post invoicing across multiple systems.
Data Pipeline
Leading data analysis methods, workflows & techniques.
IT Chargeback
Based on standard (e.g. ITIL, MOF, TBM) or bespoke framework of your choice.
Data Visualization
Pipeline from source data to Apache Superset charts & dashboards.
