Product portfolio review
Identifies products that generate profit, dilute overall margin or operate at a loss. Provides a basis for pricing, cost reduction and portfolio decisions.
— Finance & Investment
Profitability Analysis
Computes gross profit and margin by product, customer, unit or geography, isolates loss-making and sub-scale lines, and explains where value leaks through discounting, cost-to-serve, mix or small orders.
- Finance & Investment
- Traceable reasoning
- Runs anywhere
2–3 weeks → ~40 minutes
For a full population, not a sample
No coding required
- Input
- Revenue and cost data at the available level of detail
- Output
- Gross profit and margin percentage calculations
- Runs in
- Skillsize · ChatGPT · Claude · Copilot
- Export
- SKILL.md · MCP
- Time saved
- ~2–3 weeks per run
— USE CASES
What people use Profitability Analysis for
Customer profitability assessment
Reveals customer-level differences in profit contribution and margin. Highlights where discounting, small orders or cost-to-serve may warrant closer investigation, subject to the available evidence.
Business unit performance review
Compares profitability across business units, distinguishing revenue scale from profit contribution. Pinpoints weak-margin and loss-making areas for management attention.
Geographic margin comparison
Shows where geographic markets contribute profit and where margins lag. Frames potential pricing, cost and sales-mix issues for targeted commercial review.
What it works from
- Revenue and cost data at the available level of detail
- Product, customer, business unit or geographic classifications
- Available detail on discounts, order sizes, sales mix and cost-to-serve
What you get back
- Gross profit and margin percentage calculations
- Profitability comparisons by available business dimension
- Loss-making and low-scale segment assessment
- Analysis of potential value leakage and supporting evidence gaps
— HOW IT BEHAVES
How Profitability Analysis produces its result
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Every row of the reporting period in scope
Each row of your export is processed on the same basis, so no line item is skipped however long the table is.
The pattern charted
Movement across the reporting period in scope is visualised from the computed data, so the trend is legible at a glance.
Composed as work product
Findings on the reporting period in scope are written up as a document that reads like professional output, with each claim tied back to a line item.
Each line item enriched in place
Derived columns are added row by row, keeping your source data and the judgement about each line item side by side.
Roll-up alongside line item-level detail
Detail rows are summarised into the grouped view of the reporting period in scope without losing the underlying line items.
Why this is expensive by hand
Revenue growth can conceal weak margins, costly customer relationships and products that contribute little profit. In practice it shows up as product portfolio review: identifies products that generate profit, dilute overall margin or operate at a loss. Provides a basis for pricing, cost reduction and portfolio decisions. The value sits in the rigour, not the typing — yet the rigour is exactly what gets traded away when there is only 2–3 weeks of capacity for it.
How this Skill produces it
Skillsize turns that work into a Skill: you supply the material, and what comes back is gross profit and margin percentage calculations, with profitability comparisons by available business dimension. The criteria, ordering and review points that make the answer trustworthy are encoded in the Skill itself — which is the difference between a structured method and a prompt someone pastes in. The practical effect: 2–3 weeks of manual work becomes a ~40 minutes run, held to an identical standard on the tenth engagement as on the first.
Who it's for
- Finance directors and FP&A teams
- Investment, deal and corporate development teams
- Controllers and reporting managers
- Consultants building or reviewing business cases
Run it in Skillsize — or export it anywhere
Profitability Analysis exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
ChatGPTClaudeCopilotAI Products (MCP)
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