Client Profitability Intelligence

Management Information System

Segment / Portfolio Analysis

Aggregate segment performance — be aware of hidden client-level issues

Corporate

10 clients

Revenue€7.97M
Total Costs€9.59M
Net Profit€-1.62M
Avg Margin-31.1%
Value Destructive5

SME

12 clients

Revenue€3.07M
Total Costs€1.54M
Net Profit€1.52M
Avg Margin49.7%
Value Destructive0

Mid Corporate

13 clients

Revenue€6.66M
Total Costs€3.95M
Net Profit€2.71M
Avg Margin36.8%
Value Destructive3

Retail Affluent

4 clients

Revenue€1.67M
Total Costs€877K
Net Profit€794K
Avg Margin47.4%
Value Destructive0

Retail Mass

11 clients

Revenue€62K
Total Costs€40K
Net Profit€22K
Avg Margin15.5%
Value Destructive5

Revenue vs. Costs vs. Profit by Segment