Executive Overview
Portfolio-level profitability intelligence — synthetic demo data
Total Portfolio Revenue
€19.43M
Net Profitability
€3.43M
Profitable Clients
37 / 50
13 unprofitable
Portfolio Margin
17.6%
Net Profit / Revenue
Top 5 Profit Share
63.5%
Concentration risk
Executive Insights
Top 10 clients (20%) generate 58% of portfolio profit
13 clients are value-destructive despite significant volume exposure
Visa/Mastercard costs significantly burden 4 payment-intensive clients (card cost > 20% of total cost and > 8% of revenue)
Corporate segment looks healthy in aggregate, but 70% of clients have margin below threshold
Retail Mass segment looks healthy in aggregate, but 64% of clients have margin below threshold
RM Jovanović has 5 low-profitability clients — portfolio steering needed
Client Profitability Ranking
Profitability Distribution
Segment Summary
Top Revenue vs. Profitability Mismatch
Revealing that highest revenue clients are not necessarily the most profitable