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Contracts & profitability

Know what every customer is really worth.

Profit by customer after the cost to serve, margin shortfalls split into their causes, and every contract followed to the cash.

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Included from Advanced AI Plus

Profit by customer, after the cost to serve

See the revenue invoiced, less the cost of delivering it, less the cost of serving the customer and its share of shared costs – gross margin and contribution, customer by customer.

Find where margin went

Margin erosion compares each customer's month with the margin the work was planned to earn, and splits any shortfall into causes that add up to it: hours over plan, cost per hour, credit notes, price and unapproved work.

Contracts followed to cash

The contract register keeps each customer's signed agreements and the terms a person has checked. Contract to cash follows an agreement to the obligations it raised, the invoices that bill them and the payments against them.

Recognise revenue over the service

Recognition schedules spread revenue that an invoice already carries over the months of the service it pays for, with the policy on record and every journal traceable.

Bill for usage and outcomes

Count usage once and price each customer's month with an approved plan. Bill for outcomes only once each is measured, proven and verified by someone else.

Everything in this module

Contracts & profitability, in full.

  • Contract register
  • Commercial twin
  • Contract to cash
  • Contract changes
  • Customer and lifetime profitability
  • Margin erosion
  • Pricing scenarios
  • Revenue concentration
  • Revenue and cash
  • Revenue recognition schedules
  • Usage billing
  • Outcome billing
  • Partner settlement
  • Working-capital and collections scenario labs

All included from the Advanced AI Plus pack.

Related features

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