Cavallo Profit Analytics

Harness your ERP data to reveal where you're leaking margin, why, and what you need to do to stop it.

Cavallo Profit Analytics is a revolutionary new solution that unlocks the data within Microsoft Dynamics GP, 365 F&O, and 365 Business Central and transforms it into a strategic asset. Its pre-structured visualizations deliver immediate value, instantly surfacing insights into your margin performance. You’ll get more than just numbers, you’ll get a deep understanding of the dynamics affecting your profitability.

With Profit Analytics, actionable insights that would be nearly impossible or too expensive to uncover with in-house talent or third-party consulting resources are readily accessible to your Executives, Sales Leaders, and Heads of Marketing, Operations, and Finance. They’ll be empowered to make more informed decisions, steering your organization toward its full margin potential.

Key Benefits:

• Identify gross margin leaks in real-time
• Proactively address churn risks to secure margin contributions
• Monitor and understand margin performance over time
• Pinpoint and address the root causes of margin erosion
• Determine corrective actions to reclaim lost profits

Key Features:

• Out-of-the-box analyses and visualizations to deliver immediate value
• Sophisticated variance analysis to reveal areas of margin leakage and why those leaks are occurring
• KPI trend analysis for tracking important sales and margin metrics over time, with segmentation and filtering for more granular analysis
• Comprehensive customer analytics for tracking activities, assessing churn risk, and measuring how churn affects profitability
• Item analytics to see which SKUs have the greatest positive or negative impact on profits
• A "profitability co-pilot" that makes insights truly actionable by auto-suggesting steps that can be taken to improve margin performance
• Easy sharing of insights to promote collaboration
• Proactive notifications of items sold at an increased unit cost, when a customer has not purchased in X days, or when sales or margin have exceeded or dropped below Y thresholds
• Configurable calculations that provide real-time gross margin calculations when there are additional costs - such as royalties, tariffs, item decorating costs, or marketplace fees - besides unit cost
• A Home page summary widget that provides an at-a-glance view of important margin metrics such as P&L, margin percentage, and current period vs. comparison period variances for sales, COGS, and margin
• The ability to drill down to more detailed information within Microsoft Dynamics GP, 365 F&O, and 365 Business Central for a deeper look at the underlying causes of margin issues
• Convenient, self-service account setup, environment selection, and user management

Profit Analytics is part of Cavallo's next-generation Order Intelligence Platform, a suite of AI-powered software designed to enable product-centric brands and distributors to revolutionize order management. The Order Intelligence Platform unlocks a new era of automated profit generation, enhancing the order lifecycle with real-time insights and dynamic rules to ensure flawless execution on every line.

“Being able to combine massive amounts of data into one report/graph is a significant time saver for me and my team.”

Jason Koole, Howie’s Hockey Tape

“Profit Analytics was very eye-opening. It let us look at data that we've never looked at before.”

Paul Cosaro, Picnic Time

LearnMore About Our Solutions for GP

Learn MoreAbout Our Solutions for Business Central

Learn More About Our Solutions for F&O

Supported Editions: The app supports Microsoft Dynamics GP, 365 F&O, and the Essentials and Premium Editions of 365 Business Central.

Supported Countries: All

Supported Languages: This app is available in English (United States)