Portfolio Health
A composite scorecard — the default landing — that grades the portfolio as the worst of its four sub-statuses (never the flattering average), flagging rate creep only when a real price effect and a rising load coincide.
Variance & RGM module
When the number moves, know exactly why — to the penny.
Five views that decompose every change into volume, price, mix, trade and cost — and reconcile exactly, every time.
Price-Volume-Mix bridges, gross-to-net leakage, premiumization vs down-trading, and a customer/channel P&L that surfaces the At-Risk and Hidden-Win accounts a revenue-only view can't see. Every window is compared to the same window one calendar year back.
What's inside
Five pages, one reconciling bridge.
Each page sits one click from the others. The filters you set — date range, channel, sub-channel, region, partner level, segment — carry across the module so you're always slicing the same base.
PVM Bridge
The Price-Volume-Mix bridge — plus Trade and Cost effects for gross profit — decomposing every revenue and GP change into its drivers. It reconciles exactly: delta = volume + price + mix + NPI + delist, asserted and shown on screen.
Realization
Gross-to-net realization: where list price leaks to net through discounts and trade, split into a controllable rate effect and a mechanical volume effect, so you know which leakage you can actually fix.
Mix Quality
Premiumization vs down-trading measured on category-local price tiers, with an HHI concentration read — is the mix improving because customers trade up, or eroding because they trade down?
Customer & Channel P&L
Per-segment P&L with account classes that a revenue-only view misses — At-Risk (revenue up, GP down) and Hidden Win (revenue down, GP up) — plus migration between classes and a Pareto of contribution.
What you'll surface
The questions revenue-growth-management lives on.
The Variance module is built around the conversations distributors and CPG manufacturers actually have — not generic BI. Each view is opinionated about the next question, and the filters carry you straight to it.
- When gross profit moved, how much was price, volume, mix, trade and cost?
- Where is list price leaking to net — and how much of that can we control?
- Are customers trading up or trading down, and is the mix improving or eroding?
- Which accounts grew revenue but lost gross profit — the ones a revenue view hides?
- Is the portfolio genuinely healthy, or is one sub-status dragging it down?
- How does this window compare to the exact same window a year ago?
What we need from you
Sales and masters to start. Costs unlock the gross-profit bridge.
Map your existing spreadsheets to our canonical schema through the ingestion wizard — column names don't need to match ours. Required sources power the revenue bridge, realization and mix quality immediately; the cost files turn on the gross-profit decomposition and customer P&L.
| Source | Description | Required |
|---|---|---|
| sales | Sales transactions | Required |
| customer_master | Customer master | Required |
| product_master | Product master | Required |
| cogs | COGS — factory price | Optional |
| cstell | Cost to sell | Optional |
| ctserve | Cost to serve | Optional |
Full schema details on the Data Schema page once you sign in.
Ready to see it on your data?
Request a demo and we'll walk you through the modules with sample data shaped like yours.
Request a demo