Model profit
Choose revenue, direct cost, variable cost, overhead, and allocation policies; version and approve the model.
Platform module 01
Profit Pulse
One reconciled view of where the business creates, protects, and loses profit.
The outcome
What must become true.
- Daily margin visibility instead of month-end discovery
- Every KPI reconciles to governed source records
- Profit leakage becomes an owned action with a measurable result
- Scenario decisions show cash and margin impact before execution
End-to-end workflows
The operating loop, not isolated features.
Reconcile the truth
Ingest source transactions, resolve mapping exceptions, lock the period, and prove totals to the general ledger.
Detect the variance
Compare plan, prior period, estimate-at-completion, and actuals; rank material drivers by controllability.
Act and verify
Assign a corrective action, simulate the expected effect, approve it, and measure realized impact.
Best-of-breed capability set
Built to replace gaps, not copy legacy menus.
Profitability semantic layer
Reusable definitions for revenue, cost, margin, allocations, dimensions, currencies, and time grain.
Traceable contribution waterfall
Drill from enterprise profit to the transaction, time entry, receipt, invoice, or allocation that produced it.
Variance intelligence
Separate price, volume, mix, productivity, timing, scope, purchasing, and allocation effects.
Scenario workbench
Model price, labor, supplier, inventory, capacity, and payment-term changes without altering production records.
Profit action queue
Convert insights into assigned decisions with owners, due dates, approvals, evidence, and realized value.
Core data model
Records that make the module coherent.
Metric definitionProfit modelAllocation ruleDimension memberSource transactionPlan scenarioVariance eventProfit actionReconciliation run
Roles and authority
Executive
Enterprise and business-unit rollups; scenarios and action sponsorship.
Finance
Metric definitions, allocations, reconciliation, locks, and restatements.
Operator
Assigned dimensions, root-cause evidence, and corrective actions.
Auditor
Read-only model versions, lineage, approvals, and change history.
Governed AI
More useful as trust is earned.
Flag abnormal margin movement and missing cost signals.
Read-only; show source coverage and confidence.Rank likely drivers and produce a reconciled variance bridge.
Every claim links to records and calculation rules.Simulate price, sourcing, staffing, or collection actions.
Display assumptions, downside, and expected value.Create tasks or draft controlled changes in a source system.
Role approval and policy limits required.MVP completion boundary
Works end to end.
- One legal entity and base currency
- GL reconciliation with customer, job, item, and location dimensions
- Contribution waterfall and variance bridge
- Manual scenarios and governed profit actions
- Daily refresh with exception queue
Later phases
Expand after proof.
- Multi-entity eliminations and currency translation
- Probabilistic driver forecasts
- Optimization recommendations
- Benchmark library by industry edition
Research basis
Patterns drawn from category leaders.
Next platform module
02Finance Hub ↗