Empower P&L Owners
Analyze revenue and costs across multiple products, customers or channels and gain insights into the underlying drivers of profitability.
Manage Allocations
Eliminate fragmented spreadsheets and offline processes with defined, repeatable and fully auditable processes within a unified solution.
Models Plans
Determine the impact of pricing, new products and mix changes on customer and line of business profitability.
Analyze Results
Empower managers with insights into profitability by products, customers, channels and other dimensions with the ability to drill into the underlying details and make informed decisions.
Satisfied Customers
Delivering 100% Customer Success
“The OneStream platform is now core to McCain Foods Limited – uniting consolidation, planning, tax and analysis teams. OneStream Services’ strong leadership and technical knowledge was instrumental in our successful implementation. Their ability to actively listen to our goals and objectives and interpret during the design phase allowed us to create a system not only to satisfy our immediate needs, but to address our future needs.”
Richard N. Burton
McCain Foods
Powerful, Multi-Step Allocations With Audit Trails
Execute complex allocations across large volumes of data with speed and accuracy.
- Eliminate offline, fragmented allocation processes.
- Deliver complete transparency and auditability into profitability drivers with drill-back and drill-through to source system capabilities.
- Unify financial and operational data while creating a single source of truth across key stakeholder groups.
Built-in Reporting and Analytics
Share information about the benefits of the main service lines, products, and customers.
- Obtain information about the products, customers, and channels that create value versus those that reduce profitability.
- Collaborate with self-service visualizations and guided reports to isolate and analyze key drivers such as price, mix, or sales volumes.
- Combine financial data with daily or weekly data such as products, parts, labor, and other costs to identify performance gaps and take action.
What-if Scenario Modeling
Dynamically manage and track multiple profitability scenarios.
- Understand the impact of changes in pricing, sourcing and product mix strategies on projected financial results.
- Dynamically model the impact of new products or service line changes across the P&L, Balance Sheet and Cash Flow.
- Track progress against multiple scenarios with self-service visualizations and guided reporting capabilities.
Profitability Analysis Solutions
Financial Reporting & Analytics Software
Financial Data Quality Management
Financial Signaling Software
Financial Planning, Budgeting and Forecasting Software
Profitability Analysis Resources
Video | Henniges Automotive Video Testimonial
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How West Bend Mutual Insurance Transformed Financial Close & Reporting
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Financial Reporting & Analytics
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Conquering Complexity in Profitability Management
View solution briefTake Finance Further.
The only enterprise finance platform that unifies all your operational data, embeds AI for better productivity, and adapts to fit your exact needs.
What is Profitability Analysis Software?
Profitability analysis software enables organizations to measure, allocate, and interpret revenue and costs across multiple business dimensions such as products, customers, channels, business units, or regions with a level of accuracy and transparency that manual spreadsheets cannot deliver. These tools automate complex, multi‑step allocation models, apply consistent cost‑allocation logic, and maintain full audit trails so finance teams can trace results back to source data with confidence.
Beyond basic margin reporting, profitability analysis software helps organizations model the financial impact of pricing decisions, new product introductions, and shifts in product or customer mix. It also provides drill‑down capabilities that reveal the underlying operational drivers of profitability, enabling leaders to understand not only where profit is generated, but why.
By consolidating fragmented data and replacing offline allocation processes with structured, repeatable workflows, profitability analysis software empowers finance teams to deliver accurate cost insights, improve decision‑making, and guide strategic actions such as portfolio optimization, customer segmentation, and channel investment.
Why Should Organizations Use Dedicated Profitability Analysis Tools?
Organizations should use dedicated profitability analysis tools because they provide the structure, transparency, and analytical depth that manual spreadsheets cannot. These tools automate complex, multi‑step cost allocations, enforce consistent driver logic, and maintain full audit trails, which ensures that profitability results can be traced back with complete confidence.
Beyond improving data quality, profitability tools enable finance teams to analyze performance across products, customers, channels, services, or regions with precision. They support scenario modeling to test the impact of pricing changes, product mix shifts, or changes in cost structure, and they reveal the operational drivers behind margins or value creation.
By eliminating fragmented processes and providing a framework for allocation and analysis, dedicated profitability tools empower organizations to identify their most profitable offerings. This helps leaders understand the true cost‑to‑serve and make strategic decisions that strengthen long‑term financial performance.
How Do Profitability Analysis Tools Integrate With Broader Financial Planning?
Profitability analysis tools integrate with financial planning by feeding detailed margin insights into budgeting, forecasting, and long‑range planning. When results such as product margins, customer cost to serve, or channel mix impact flow into financial models, organizations base strategic and operational decisions on accurate economic reality.
This integration helps finance teams model how changes in pricing, product mix, volume, or cost drivers affect the P&L, Balance Sheet, and Cash Flow. It also improves scenario planning by linking profitability drivers to enterprise assumptions, allowing teams to see how shifts in demand or cost structures influence future performance. The outcome is a more consistent, transparent, data‑driven planning cycle that strengthens strategy and guides resource allocation.
