Profitability Analysis

Empower P&L Owners

Analyze revenue and costs across multiple products, customers or channels and gain insights into the underlying drivers of profitability.

01
Manage Allocations
Eliminate fragmented spreadsheets and offline processes with defined, repeatable and fully auditable processes within a unified solution.
02
Models Plans
Determine the impact of pricing, new products and mix changes on customer and line of business profitability.
03
Analyze Results
Empower managers with insights into profitability by products, customers, channels and other dimensions with the ability to drill into the underlying details and make informed decisions.

Key Features

Powerful, Multi-Step Allocations With Audit Trails

Execute complex allocations across large volumes of data with speed and accuracy.

  • Eliminate offline, fragmented allocation processes.
  • Deliver complete transparency and auditability into profitability drivers with drill-back and drill-through to source system capabilities.
  • Unify financial and operational data while creating a single source of truth across key stakeholder groups.

Built-in Reporting and Analytics

Share insights into profit contribution from key service lines, products and customers.

  • Gain insights into which products, customers, channels that are creating value vs. detracting from profitability.
  • Collaborate with self-service visualizations and guided reporting to isolate and analyze key drivers such as price, mix or sales volumes.
  • Combine financial data with daily or weekly data such as products, parts, labor and other costs to identify performance gaps and take action.

What-if Scenario Modeling

Dynamically manage and track multiple profitability scenarios.

  • Understand the impact of changes in pricing, sourcing and product mix strategies on projected financial results.
  • Dynamically model the impact of new products or service line changes across the P&L, Balance Sheet and Cash Flow.
  • Track progress against multiple scenarios with self-service visualizations and guided reporting capabilities.

Customers We Work With


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Delivering 100% Customer Success

OneStream helps me to perform a very complicated calculation. Our own manufacturing plants purchase raw material from both internal and external suppliers. Once the products are made, the related finished products would sell to our own distribution entities in US and in Luxembourg before they sell to other Herbalife entities. As such, many of our SKUs have multi-levels of transfer profit in different currencies that became impossible for anyone to perform the calculation of manually. OneStream helps me evaluate internal transfer profit to bring the balance sheet back to the cost level. OneStream has enabled us to easily peel back the layers and eliminate the profit. Each country uploads their balances on day four or five, and we can finish consolidations and flux analysis by day nine.
Neal Yeung | Director of Financial Systems FP&A

Related Resources

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Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!