Know which customers and products actually make you money.
Our CAs and analysts track contribution margin and operating profit by customer, product and channel on our proprietary AI platform, flagging revenue leakage early so you reprice, fix or exit with confidence.
Powered by Sales 360° and Profitability 360°, with AskChamp
- SKU 1042Below target
- West discounts2 over policy
Contribution margin is 0.9 pp and operating profit 0.6 pp below last year. Three western distributors explain most of it: deeper discounts and higher freight.
Revenue is visible. Profit isn't.
Growth can look healthy while margins quietly erode underneath.
Sales reports stop at totals.
They show what was sold, not which customers are slipping or which products are growing.
Sales and finance see different numbers.
CRM, ERP and spreadsheets each hold part of the picture, so revenue depends on the source.
Margins stop at gross level.
Discounts, freight and overheads aren't allocated, so true customer profitability is unknown.
Allocations are disputed.
Each team uses its own cost rules, so margins depend on who built the report.
Leakage goes unnoticed.
Excess discounts, missed price rises and unbilled orders surface late, often only at audit.
Pricing runs on instinct.
Without margins everyone trusts, sales and finance negotiate on opinion.
From invoice to contribution margin and operating profit.
- 1Sales analyticsBy customer, product, region, salesperson
- 2Customer behaviorCohorts, churn, value buckets
- 3Targets and schemesTarget vs actual, scheme return
- 4Cost allocationAgreed drivers, one versioned rulebook
- 5Customer and SKU marginsContribution margin and operating profit, loss-makers flagged
- 6Revenue bridge and leakagePrice, volume, mix; discounts, unbilled orders
We start from data you already have
Start with the sales register. Each source added unlocks deeper views.
- Sales register
- Customer and product masters
- Targets, schemes and calendars
- Cost, freight and discount ledgers
- CRM, field-sales and marketing data
- Spreadsheets and uploadsExcel, CSV
How we work with you
- Monthly margin reviewWe walk sales and finance through the flags together.
- Client Success SPOCOne accountable owner for your account.
- Live in stagesValue from week one: files first, connectors next.
- Board-readyMargins every team agrees on, tied to the books.
Start simple, add depth as your data allows.
Each level includes everything in the one before. The first two need only your sales register.
| Data | Adds | |
|---|---|---|
| Basic | Sales register | Performance overview, trends, sales mix and Top N |
| Basic+ | Sales register | Customer lifespan and lifetime value, cohorts, value buckets, basket and cross-sell, revenue bridge, fast/slow and active/inactive |
| Advanced | Adds target, scheme and calendar files | Target vs actual, scheme and incentive return, seasonality and festival comparisons |
| Customized | Several sources, through automated pipelines | Exceptions and insights, cost and margin, sales operations, pipeline conversion, marketing analytics |
Refresh: daily, or hourly at the Advanced level and above.
Who is buying, who is slipping, and where growth really comes from.
Customer and sales analysis
| Performance overview | Value, volume and average price by month, quarter, YTD, TTM or MAT |
|---|---|
| Top N and mix | Top 5, 10, 20 or 50 customers, products or regions; share by each |
| Growth and degrowth | Products and categories moving faster than a threshold you set |
| New, lost, active, inactive | You define “inactive”: no purchase in 3, 6 or 12 months |
| Cohorts and lifetime value | Customers by first-purchase month, how many keep buying, and what they spend |
| Value buckets | Customers by sales band, and who moved up or down since last year |
| Basket and cross-sell | Average invoice value and products bought together |
| Seasonality and festivals | Festival periods compared side by side across years |
| Recurring revenue | ARR, MRR, churn and LTV to CAC, for subscription businesses |
- Revenue bridgeChange in sales split into price, volume, new launches and discontinued products.
- Target vs actualValue and quantity against target and last year, by product group, region and salesperson.
- Scheme and incentive returnSales against scheme targets, and return on scheme spend.
- Sales operations and conversionField visits against sales; leads to orders and order-book velocity, where the data exists.
Margins every team agrees on, because the allocation rules are agreed, versioned and traceable.
- Profit at every levelContribution margin and operating profit by product or SKU (per unit or per kg), customer or dealer, project, and category or segment.
- Margin waterfallFrom revenue to gross margin, contribution margin, operating profit and net margin.
- Profit bridgeChange in operating profit split into price, mix, volume and cost.
- Loss-makers flaggedProducts and customers with negative margin, ranked.
Allocation, step by step
- 1Direct costs first.Material, freight and discounts that belong to an invoice.
- 2Cost pools.Shared costs such as labour, packing, warehousing and overheads, grouped.
- 3Drivers you choose.Revenue, volume, weight, orders, hours, headcount or area.
- 4Apportion the restin the order you define, down to operating profit and net margin.
Every rule change is saved as a version, and results can be compared under old and new rules.
Owners hear about what changed without opening a dashboard.
- Rule-based watchlistsFor the products, customers, regions and brands you choose: sharp drops, unusual discounts, customers going quiet.
- Insight statementsLines such as “top product grew 31% on last year” or “largest customer variance split into rate and quantity”, generated from rules on your data.
- Sent where people workEmail, WhatsApp, Teams or Slack.
- Comments and queriesManagement asks a question on a number, the owner answers, and the thread stays with the dashboard.
The checks that make sales and finance trust the same margin.
- Tied to the ledgerSales reconcile to the revenue line every month, net of returns, credit notes and schemes, with taxes excluded.
- Clean mastersOne customer with several codes is merged into one record. Products are mapped to category and brand.
- Units that compareCases, kg and units converted, so volumes and per-unit margins line up.
- Drill to the invoiceFrom group to entity, branch, customer, product and invoice.
- Access by region, team or customerEach salesperson sees only their own customers.
- Export and shareExcel, PowerPoint and print-ready reports; embedded in Power BI, Tableau or your own portal.
Profitability depends on the masters available and the allocation rules agreed with you. Entity drill-down needs entity detail in the source reports.
The same work, done differently.
What each leader gets
- CEOWhich customers, products and segments grow and make money, and which don’t.
- CFOProfitability you can explain, with allocation rules you control.
- Sales headTargets, schemes, churn and cross-sell by team and region.
- FP&AGrowth, churn and margin drivers without building analysis from scratch.
Start with your sales register. Add depth as you go.
- 01
Start with your sales register
Basic and Basic+ dashboards need only this. Your systems don't change.
Sales registerCustomer and product mastersNo ERP changes - 02
Add targets, schemes and calendars
These unlock the Advanced level: target vs actual, scheme return and seasonality.
TargetsSchemesFestival calendar - 03
Connect cost and other sources
Cost, CRM, field-sales and marketing data add profitability. Margin definitions, allocation drivers and discount policy are agreed once.
Allocation driversDiscount policyLeakage checks
Integrations we support
Secure connectors for the systems you run today. Spreadsheets and file uploads cover everything else, and are checked before they are used.
Why not a packaged tool
- No waiting on a vendor for each new report or change.
- Any source can be added, including CRM, field-sales and marketing data.
- Linked to finance, so sales analysis carries margin and cost, not just volume.
- Checked and reconciled before handover.
- Domain experts set it up, and enhancements continue after go-live.
Ask about your margins. See your score.
What would you like to know about profitability?
Answers only from your governed data, linked to source, within each user's access. AskChamp also sends exception alerts and a weekly digest.
Measured every cycle against your starting baseline.
Growth, retention and margin, scored every cycle.
The Profitability Scorecard turns “are we growing the right way?” into numbers your leadership can track.
- Baseline firstWe record where you stand today during the assessment.
- Same measures every cycleSpeed, quality and effort, scored the same way each month.
- Shared with sales and financeOne score both teams review, with what improved and what to fix next.
- Revenue growth and churn by segment
- Share of revenue from repeat customers
- Target achievement by team and product
- Contribution margin and operating profit by customer, product, project and segment
- Costs allocated to customer level
- Leakage found and recovered
- Time to answer sales and profitability questions
Our Certifications
Your finance data secured and your AI governed, to international standards.
Outcomes finance leaders can measure.
Indicative outcomes from client engagements, against your own baseline.
improvement in profitability margin
improvement in ROCE
of costs allocated to customer and product level
invoice checked against pricing and discount policy
less time on monthly cost allocations
less time on margin and price-volume-mix analysis
Trusted by finance leaders.
Wow – top team! The Datachamps team have been brilliant and we highly recommend them. Datachamps really got deep in understanding the project and in setting and managing the delivery. The team were equally brilliant, and what impressed us was their willingness to respond no matter what time of the day – there is a time difference, but that did not matter. So thanks for your effort and care on the project, and we will be working together again.
I have had the pleasure of working with Datachamps & team for the past 5–6 years on a variety of projects involving data analytics, Power BI dashboards, data visualisation and financial modelling, across facilities and utilities management for large industrial parks, renewable energy data analysis, management dashboards and investment modelling. What stands out about Datachamps & team is their ability to quickly understand the client’s needs, frame the problem statement with clarity, and deliver accurate, high-quality solutions. Datachamps & team are extremely responsive, professional, and always bring a thoughtful approach to the work. Their solutions have been practical, timely, and of great value to us.
Datachamps and us have been working together for the last 8 years, and they have helped us navigate our MIS and financial modelling requirements effortlessly. They have a keen analytical and entrepreneurial mind, which makes the job much easier for any founder/CXO.
Datachamps have helped us in digitalizing our data & set department KPIs through the MIS system. The business now feels more connected, and every department’s data is visible to the top management.
Datachamps team implemented the project of Budget Compilation on schedule. They were always available & hand over was smooth, post which they were super helpful in providing support leading to customer satisfaction.
The team’s domain knowledge, quick understanding of the business, deep capabilities in BI & contemporary tech tools has transformed our reporting & decision making based on data.
Our decisions viz expansion into new geographies, product pricing, A/R collection strategies and reporting to the HO have been effective thanks to their Management Reporting & Business Analytics solution.
We have frequently used their analytics solutions for strategic decisions including analyzing impact of M&A, annual budgeting and performance appraisal of Human Resources.
Over last 6 years, besides driving process review and checks on data quality, they have added width, depth, efficiency to our MIS reporting and built customized KPIs such as site-level profitability.
Post COVID-19, we had significant changes in our revenue model and their solution appropriately addressed these. Time from our data preparation from multiple sources, has reduced drastically from a week to just a couple of hours!
Month-end reporting 90% faster, with 120+ man-days back every year
An $800M manufacturer automated board, management and group reporting after every close.
SG&A variance analysis 4 days earlier across 29 entities
A global telecom group automated SG&A reporting on Microsoft Fabric for faster cost reviews.
~1,200 hours a year saved, with 15% more billable hours
A 1,000-person software company built one reporting strategy across six functions.
- 100+Customers
- 150+EFT projects
- 98%Client satisfaction (CSAT)
- 100k+Consulting hours
Questions finance leaders ask before they start.
How do you keep our financial data secure?
We're ISO/IEC 27001 certified for information security. Access is role-based, every action is logged, and we share our security documentation during your evaluation.
Where is our data held, and who can see it?
Two options. We host it for you in [our default region], or we deploy in your own cloud tenant, in the region and under the security policies your IT security team prefers. Either way, only named people on your engagement can access it, and only for the entities they work on.
How is AI governed?
We're ISO/IEC 42001 certified for AI management. AskChamp answers only from your governed data, and only what each user is allowed to see.
Who will work on our account?
Chartered Accountants lead every engagement, with data and AI engineers alongside. Our founders bring 60+ years of corporate finance experience.
How do engagements start?
With a 30-minute assessment. We agree scope and your baseline, then go live in stages, starting with the work that pays back fastest.
What support do we get?
A dedicated Client Success SPOC, a shared query log for open questions, and escalation to a senior Chartered Accountant. Response times are set in your service agreement.
What's included, and what isn't?
Included: sales analytics, cost allocation, customer and SKU margins, price-volume-mix and leakage checks. Not included: setting prices or running your CRM.
What data do we need to start?
A year of your sales register is enough for the Basic and Basic+ levels. Targets, schemes and calendars unlock Advanced. Cost ledgers and allocation drivers add profitability.
Do our sales numbers tie to the books?
Yes. Sales reconcile to the revenue line every month, net of returns, credit notes and schemes, with taxes excluded. Differences are flagged, not hidden.
Can we compare margins under old and new allocation rules?
Yes. Every rule change is saved as a version, so you can see the same period under both and explain the difference.
How often do dashboards refresh?
Daily, or hourly at the Advanced level and above. Profitability refreshes after each month’s close, once costs are final.
Can salespeople see only their own customers?
Yes. Access is set by region, team or customer list. The same rules apply to exports and to AskChamp answers.
Do you handle subscription metrics?
Yes. ARR, MRR, churn and LTV to CAC for subscription or contract businesses, where billing data carries contract terms.
How are cost allocation rules agreed?
In short workshops with finance and sales leads. Rules are versioned, so every change is approved and traceable.
See your true customer profitability.
Share a year of your sales register. In 30 minutes, we'll show your cohorts, value buckets and growth drivers, and what a profitability view would need.