Strategic Add-On

Know exactly what's
making you money.

Margin analysis by product, channel, customer, and entity — so you can double down on what works and cut what doesn't.

Margin by SKU
Profitability BreakdownQ2 2026
Product A
68%
Product B
51%
Services
82%
Subscriptions
76%
✓ Channel · Customer · Product · Geography breakdown
Top segment: 68%Gross margin

What's included

01

Product/SKU Profitability

Gross margin by product or SKU — so you know which products are worth selling.

02

Channel Profitability

Contribution margin by sales channel — direct, wholesale, marketplace, or retail.

03

Customer Profitability

Revenue and margin by customer segment or account — so you know who's actually profitable.

04

COGS Analysis

Cost of goods sold broken down and analyzed — so you understand your true cost structure.

05

Overhead Allocation

Overhead allocated to business units — so segment P&Ls reflect true profitability.

06

Monthly Profitability Report

Controller-reviewed profitability summary delivered every period with variance commentary.

07

Pricing Sensitivity Analysis

Model showing how margin changes at different price points — so pricing decisions are made with full visibility into the impact.

08

Profitability Improvement Plan

Prioritized list of margin improvement opportunities with estimated impact — not just analysis, but a roadmap to act on it.

Common pain points

Why most businesses don't know their real margin

Blended margin hides the truth

Your overall gross margin looks fine. But one product line, one customer, or one channel is subsidizing the rest — and you don't know which one.

Overhead allocation is arbitrary

Shared costs allocated by revenue percentage — not by actual consumption. Your product margins are wrong and your pricing decisions are based on fiction.

Pricing decisions made on gut feel

You're raising prices on products that are already profitable and leaving margin on the table where you have pricing power.

Customer profitability is invisible

You know which customers are your biggest. You don't know which ones are actually profitable after support, returns, and acquisition cost.

How it works

Three steps to clean financials.

01

Margin Audit

We analyze your current P&L structure, cost allocation methodology, and pricing. You get a clear picture of where margin is leaking and where it's concentrated.

02

Segment Profitability Build

We build profitability reporting by product, customer, channel, or geography — with defensible cost allocation. You see real margin, not blended averages.

03

Ongoing Margin Monitoring

Monthly margin reporting with variance analysis — so you know immediately when a product line's profitability changes and why.

By the numbers

Results that speak for themselves.

100%
Upwork Job Success Score
62+
Businesses served
0
Proposal turnaround after discovery call
8+
Industries served
Common questions

Frequently asked questions.

What level of detail does the profitability analysis go to?

It depends on your business model. For product businesses, we go to SKU or product line. For service businesses, we go to client, project, or service type. For multi-channel businesses, we go to channel. The goal is to find the margin drivers that actually matter for your decisions — not just a top-level gross margin number.

How do you allocate overhead to get to true profitability?

We use a combination of direct allocation (costs that clearly belong to a product or client) and systematic allocation (shared overhead allocated by revenue, headcount, or another driver). We document the allocation methodology so you understand what assumptions are baked in and can challenge them.

Can you identify which products or clients we should drop?

We can show you the margin contribution of every product, client, or service line — and flag the ones that are below your target margin or consuming disproportionate resources. The decision to drop or reprice is yours, but we'll give you the data to make it with confidence.

Find out what's actually making money.

Book a discovery call and we'll show you what your profitability analysis would look like.