Cogs'z for Finance Teams

Helping Finance Teams Create & Maintain Unit-Level Profitability

CFOs and finance teams understand the value of providing key business stakeholders with customer and product-level profitability metrics. The challenge has been the complexity of creating and maintaining accurate and reliable metrics due to limited time, resources, and complex spreadsheets that don’t work for all departments. With Cogs’z these challenges are a thing of the past.

How Cogs'z Maintains Profitability Metrics For Your Business

Step 1: Connect Your Data

To get started, link Cogs’z to revenue sources, ensuring access to customer data by product SKU. Next, connect expense data, beginning with COGS and key operational costs. Finally, integrate business drivers—support tickets, transactions, and user data—for a complete foundation in cost management and profitability analysis.

Step 2: Configure Your Allocations

Once your data is connected to Cogs’z, you will use the Cost Management system to configure repeatable cost allocations to products and customers. Allocations leverage your key business drivers and Cogs’z proprietary calculation methods to ensure accurate and reliable allocations. This becomes the basis for all profitability calculations.   

Step 3: Discover and Act

Cogs’z is equipped with a powerful business intelligence system that helps you discover actionable insights to unlock revenue and profit opportunities within your products and customers. Cogs’z also uses AI to generate customer-specific recommendations to help users. 

Cogs’z Profit Map Scores and Ranks Each Customer

Profit Maps help Finance, Sales, and Operations teams discover which customers fall below the company’s acceptable profit performance. Cogs’z margin improvement projects create opportunities to migrate low-performing customers to high-performing customers, unlocking new profit for the business. 

How Cogs'z Helps Finance Teams Grow Profitability

Find Your Ideal Customer Profile (ICP)

Find Your Ideal Customer Profile (ICP)

Identify, rank, and prioritize customer segments by margin profiles to identify your ICP.
Understand Customer Level Unit Economics

Understand Customer Level Unit Economics

View unit-level CAC, LTV, Payback, and Profitability.
Focus on the Company

Focus on the Company

Set profitability targets for customers and products to create focus and alignment around profitable company growth. ​
Manage Annual Price Increases

Manage Annual Price Increases

Manage strategic price increases targeting customer segments that maximize profit while minimizing cancellation risk.
Create Visibility

Create Visibility

Ensure Operation teams have visibility into each customer’s profitability to prioritize service models and retention efforts.
Manage Contract Renewals

Manage Contract Renewals

Manage customer and vendor contract renewal to never miss opportunities to retain revenue and reduce costs.

Cogs'z Helps Finance Teams Grow Profitability

Cogs’z will solve your finance team's problems by streamlining the capture and maintenance of profitability metrics, consolidating everything into a single, accessible platform for all stakeholders across the business.
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