Profit Analysis

Stop guessing which customers, items, or branches actually generate profit. Profit Analysis for Acumatica combines margin evaluation with ABC-XYZ classification directly inside your ERP.

It analyses profit margin (amount and %) and demand stability using the coefficient of variation. The system sorts your data into 9 ABC-XYZ groups — from high-margin, stable segments (AX) to low-margin, volatile ones (CZ) — so you can prioritise sales, pricing, and operational focus where profit is strongest.

• Analyse profitability by Customer, Inventory Item, Item Class, Branch, or Employee

• Calculate Margin % and Margin Amount based on invoice-level data

• Classify results using ABC (value contribution) and XYZ (stability/variability)

• Adjust ABC percentage thresholds and XYZ coefficient values

• Switch to Professional Mode for detailed financial columns and deeper analysis

• Use Daily Mode for granular date-range reporting

• Filter by branch, customer, inventory item, warehouse, invoice, or sales order

• Built-in Advice engine: display tailored Profitability and Stability recommendations for each ABC-XYZ segment

• Replaces manual Excel margin analysis with automated data inside Acumatica

Works best alongside ABC-XYZ Analysis to combine demand insight with profit insight.