Gross Profit by Customer
Financial System Trend Analysis - For one mid-size client, we combined financial information from four different data sources into a common data warehouse, and created a gross profit report by customer by month. The report is available on demand in a reporting portal, or as a recurring report that is emailed to key executives. We created and trained a local AI agent to comb through the information and give key insights on customers, including: what customers are most valuable; what customers are dropping in gross profit; and what customers are showing the most growth potential. We added other variables, including sales people and geographic regions to expand the analysis. Instead of just delivering a spreadsheet with gross profit numbers that someone needs to analyze, we've automated the analysis so key insights are available immediately. Previously this analysis took 4-6 hours per month to combine, analyze and report.









