profitability Planning




It's no secret that improving your bottom line depends on measuring, monitoring and managing costs. Not just direct costs, that would be too easy, you also need to determine indirect and activity costs as well. 

Don't let Profitability Planning get complicated, just get Tagetik. 

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Profitability Planning key capabilities include

 Real-time Insights

Get the right information, at the right time, in the right format - delivered the right way. Tagetik provides real-time updates, alerts and notifications - via email, the application or your mobile device, so you can instantly assess, analyze and take action. From scorecards, to dashboards to web reporting and ad hoc analytics - Tagetik powers real-time agile planning. 

Tagetik automatically calculates and highlights variances - such as the difference between scenarios, plans, forecasts and actuals, vis-a-vis operational drivers including volume, price, cost, others. Not only does this reconcile operational and financial plans, but it provides greater insights into the drivers that impact profitability. 

Variance Analysis & Reporting

 Business Driver Impact

Different business and operational drivers impact performance and profitability in different ways. Tagetik helps you assess these drivers, evaluate against allocation rules, generate variance reports and faciliate better, more informed decision-making. Tagetik acts as your profit center manager, allowing you to gain an understanding of commercial drivers and supply constraints needed to make the right business pivots. 

Determine true costs and their impact on margin and profitability by incorporating indirect and activity-based costs. Using Tagetik's unified Financial Performance Platform, allocating and managing indirect/activity costs can drill down to the activity, product, project, customer and service-level for more accurate profitability reporting. 

 Activity Based Costing

 Business & Operational Modeling

Test financial and operational assumptions to understand the impacts of what-if scenarios on your strategy. While you can compare results of your testing visually side-by-side, in a single click, you can also see the impact on performance reports like the P&L, balance sheet and cash flow.

With granular-level profitability analysis and reporting, it's easy to discover which customers, accounts or portfolios are meeting performance expectations and which are not. Play scenarios to understand the business drivers that impact customer profitability and make better, more informed, data-based decisions to improve outcomes. 

 Customer-level Reporting

Tagetik's profitability planning Software is trusted by leading companies across all industries


Babson Capital

Profitability Analysis, Planning, Cash Flow, Reporting

Cape

Profitability Analysis, Consolidation, Reporting, CDM

Seat Pagine Gialle

Profitability Analysis, Consolidation, Budgeting, Cash Flow, CDM

Bolton Group

Profitability, Budgeting, Planning, Closing, Reporting

CLH

Profitability Analysis, Budgeting, Forecasting, Reporting

sda express courier

Profitability Analysis

On Demand Webinar

THE BANKING CFO: HOW PROFITABILITY ANALYSIS POWERS BANKS

Understanding profitability down to the branch, product unit and instrument level gives banks the ability to make better business decisions. To gain real value it is important to understand profitability as part of the month-end close process, so you can then plan at the same level in the budget and forecasting process going forward.

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