PROFITABILITY MANAGEMENT

Obero SPM Profitability Management (PFM) provides organizations with a comprehensive and sophisticated solution to model, manage and analyze their business segment profitability.

Key benefits of implementing Obero SPM Profitability Management include:

PFM Administration

  • Model profitability actuals, plans and forecasts based on any number of business segments, such as sales order, sales team, territory, product, customer and channel.
  • Incorporate any number of drivers, such as customer acquisition cost (CAC), new accounts and monthly recurring revenue inflow / outflow into profitability models.
  • Configure any number of cost of sales expense recognition rules, such as relative to the associated revenue recognition or via amortization.
  • Include all of the costs of securing contracts with customers into the cost of sales expense recognition models.
  • Define any number of profitability-based key performance indicators, such as lifetime value of a customer (LTV), average revenue per account (ARPA), LTV to CAC ratio and months to recover CAC.
  • Apply any key performance indicator snapshot frequency and any number of change definition rules.
  • Govern model administration with integrated workflow and process management.
Profitability Management Administration Dashboard

PFM Calculations

Profitability Management Calculations
  • Automate, or execute on demand, calculations for individual models or all models.
  • Allocate and dynamically adjust ERP costs and overhead expenses based on any set of drivers.
  • Simulate cost of sales expense recognition based on updates to any contract detail.
  • Derive ERP GL journal entries based on cost of sales expense recognition details.
  • Archive profitability-based key performance indicator snapshots or change logs based on any schedule.
  • Roll forward and optimize profitability models from period to period.
  • Conduct what-if calculations based on any number of profitability configurations.
Book A Demo

PFM Reporting

  • Leverage a library of pre-built profitability and cost of sales-related forms, reports and dashboards, including profitability statements, allocation details and stack ranking reports.
  • Create new forms, reports and dashboards in a drag-and-drop manner in Excel.
  • Include drivers, business segment and summary revenue and expense data into forms, reports and dashboards.
  • Manage access to forms and reports, and the underlying data, based on integrated security management.
  • Access forms, reports and dashboards over the web, via any browser, tablet or mobile device.
  • Export reports to Excel and PDF or print reports directly from the web.
  • Package groups of reports and distribute them via email automatically.
Profitability Management on Obero SPM on different devices desktop, laptop, tablet, smartphone