Customer & SKU Profitability Analysis

Customer & SKU Profitability Analysis | Excel FP&A

Developed an Excel-based profitability analysis tool for a fictional FMCG business, providing detailed financial insights across customers, product categories and individual SKUs.

The model combines budget versus actual reporting with interactive filtering to help identify profitability drivers and areas requiring commercial attention.

Key features:

Customer, category and SKU-level financial analysis

Revenue, gross profit and gross margin reporting

Budget versus actual performance comparisons

Gross margin variance analysis in basis points

Dynamic customer and category filters

Business value: Enables finance and commercial teams to identify underperforming products, understand customer profitability and make more informed pricing and portfolio decisions.

Independent portfolio demonstration using fictional data. Part of the Northstar Consumer Products financial analysis project.