A professional Excel template with profit curve analysis worksheets, profitability formulas, and a board presentation summary. Replace the sample data with yours and present in minutes.
Customer Data
Pre-formatted input sheet with 15 sample customers, formulas for GP and margins, and conditional formatting.
Profit Curve Analysis
Auto-ranked customer profitability with cumulative profit tracking and A-F segment assignments.
Board Summary
Executive-ready summary with key metrics, findings placeholders, and action items for your next board deck.
Instructions
Step-by-step guide to replacing sample data with yours and interpreting the results.
Research shows that the top 20% of customers typically generate 150–300% of total profit, while the bottom 10–30% destroy it.
A profit curve reveals this hidden dynamic by plotting cumulative profit contribution from most to least profitable customer.
This template gives you the structure. For AI-powered analysis with automatic segmentation, use the full tool.
Estimate your hidden losses →• Quarterly board presentations
• Annual customer profitability reviews
• Pricing strategy planning sessions
• CFO / VP Finance reporting
• Private equity due diligence prep
Growth users get AI-generated board narratives with automatic profit curve generation and executive-ready PDF reports.
This template needs numbers. Upload your customer data and get a board-ready profit curve in 5 minutes.
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