Profit Max Platform

No Guesswork. Just Profits.

The Profit Max Platform helps distributors turn complex ERP data into clear, prioritized actions, with no BI tools or data teams required. Powered by AVA, our AI-driven insights surface margin leaks, pricing gaps, and performance trends daily, so you can act fast and grow profits with confidence.

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Avg Increased
Total Margin

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Avg Increased
Margin Per Customer

Meet AVA, your profitability navigator.

“Your profitability is my passion.” — AVA

PLUG-AND-PROFIT SOLUTIONS

Go live in days, not months, with pre-built profitability solutions for distributors.

TURN INSIGHTS INTO ACTION

Act fast on profit opportunities with AVA’s daily insights tailored to your business.

DRIVE GROWTH WITH CLARITY

Get answers to your most pressing profit questions so you can act with confidence.

“I can’t even put into words how useful Profit Max Platform is…I used customer churn, days since last order, and size of order to identify who to contact. This has led to my most successful campaign ever.”

Jason Jasperson

Executive VP, National Band Saw

Beyond BI: Actionable Insights. Maximum Profits.

Capability	Cavallo	BI & Analytics Tools	ERP & Finance Tools
Strategic FocusWhat is it built to prioritize?	✓Profit Maximization for Distributors	✕General analytics & visualization	✕Broad operational workflows & compliance
Profit ActionabilityHow directly can it drive results?	✓AI-driven actionable insights	✕Insight without built-in actionability	✕Focused on reporting, not optimization
Speed to Profit ImpactHow fast can users act on insights?	✓Out-of-the-box profit insights	✕Requires setup, modeling, and interpretation	✕Lacks tools for profit visibility or improvement
Ease of UseWho can use it effectively?	✓Anyone can use, no data scientists needed	✕Requires analysts or BI team	✕Complex setup and IT support required
Revenue & Margin ImpactDoes it directly influence growth?	✓Delivers measurable margin gains	✕Provides insight, but doesn’t drive action	✕Focused on financial tracking, not growth enablement

Profit Max Platform in Action

Q: Which customers should I focus on to grow profits?

A: Customer Intelligence

Know Your Customers, Protect Your Profits

Spot churn, boost wallet share, and focus where it counts. Customer Intelligence turns your data into daily actions that protect profits and grow high-value accounts.

Customer intelligence for distribution companies

Retain At-Risk
Customers

Identify churn signals early and take proactive steps to protect revenue and relationships.

Maximize
Customer Value

Uncover cross-sell and up-sell opportunities with profitability-based segmentation.

Prioritize
Profitability

Segment customers by profitability to guide smarter pricing, service, and investment decisions.

Q: Where are we losing margin—and how do we stop it?

A: Margin Intelligence

Pinpoint Margin Leaks. Maximize Every Transaction.

Expose leaks, boost margins, and act with precision. Margin Intelligence delivers clear, AI-driven insights and ready-to-profit actions to maximize profitability with zero guesswork.

Margin Clarity,
Down to the Penny

Know exactly what’s profitable—and what’s not—at every level.

Daily, Prioritized
Actions

Focus on the biggest opportunities without digging through reports.

What-If Scenario
Modeling

Test pricing, customer, and product changes before you make them.

Q: Which products drive profit—and which ones hurt us?

A: Product Intelligence

Product-Level Insight for Profit-Level Impact

Cut margin drain and double down on what drives profit. Rank products by real value, and turn your sales and margin data into clear, daily actions that help you fix faster, promote smarter, and grow with precision.

Classify
by Value

Automatically segment products by margin, revenue, and performance.

Visualize
Trends

See real-time shifts in sales, margin, and COGS by product or category.

Take
Action

Identify which items to promote, price adjust, or discontinue—instantly.