“A spreadsheet that’s three days old does you no good.”

Profit Max Platform provides profitability analysis by processing ERP data to identify margin performance, customer value, and product-level financial impacts. The platform includes three core modules: Margin Intelligence, Customer Intelligence, and Product Intelligence. Margin Intelligence performs year-over-year comparison of sales, cost of goods sold, and gross margin. Margin Variance Analysis breaks down gains and losses across Price, Returns, Volume, and Cost dimensions. Users can view margin drivers by Customer, Item, Sales Rep, Customer Class, and Item Class. The system identifies specific transactions where pricing changes negatively impact profitability. For example, a $4.07 negative price change on a specific item for a customer can be traced to understand margin loss. AVA Recommendations provide AI-powered analysis to guide corrective actions. Customer Intelligence applies ABCD Segmentation methodology to classify customers based on profitability rather than sales volume alone. The system calculates financial summaries including Sales, COGS, and Margin per segment. Profit Indicators display order-level metrics such as average orders per customer and margin per order and line item. A Customers represent the highest profitability segment. B Customers show high profitability per transaction but lower order frequency. C Customers are profitable but have minimal order frequency. D Customers generate negative margins despite potentially high order volumes. Users can filter and export customer lists by segment for campaign targeting. Churn Prediction identifies customers at High Risk and Elevated Risk of attrition based on ordering patterns. The system flags customers by days since last order and displays margin at risk. Users can sort by ABCD Segment to prioritize retention efforts on high-value accounts. Export functionality enables sales team outreach lists. Product Intelligence tracks inventory performance including Unique Items Sold over time periods. Top Gainers/Decliners analysis identifies items with significant positive or negative margin impact. Users can drill into individual items to view decline drivers including Volume, Cost, Price, and other factors. The system reveals Cost Change impacts at the customer transaction level, exposing scenarios where supplier price increases affect margin without corresponding price adjustments. This enables identification of pricing strategy gaps and supplier cost issues affecting profitability across the customer base. All three modules provide detailed transaction-level visibility, dimensional analysis, and export capabilities for operational use by sales, marketing, and pricing teams.