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AI package

AI package “Clients & Margins”

  • See which clients bring turnover – and which create real value.

Analyse revenue, discounts, margins and profitability in one context, so you find out in time where profit improves and where it shrinks.

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Clients & Margins

September 2026

Sample data
Revenue and margin by client

  • Client AShare of revenue: 28%Margin: 11%

  • Client BShare of revenue: 17%Margin: 24%

  • Client CShare of revenue: 12%Margin: 14%

  • Client DShare of revenue: 9%Margin: 31%

  • Client EShare of revenue: 7%Margin: 22%

Margin by segment
  • Segment A
  • Segment B
  • Segment C

AI signals

  • Client AHigh turnover, declining margin
  • Client CRising discounts
  • Segment AProfitability is improving

  • Revenue

    €1.84m

    +18% on the previous period

  • Discounts

    6.2%

    +1.1 pp

  • Margin

    27.4%

    −0.8 pp

  • AI signals

    3

    For review

Why a package

High turnover does not always mean high profit.

Discounts, the product mix, the cost to serve, logistics, payment terms and changes in the cost of sales can reduce the real contribution of a specific client. The AI package “Clients & Margins” brings these dependencies together in a clear analytical picture and directs attention to material changes.

Who it is for

Who the package is for

  • Owners and managing directors

    For clear visibility over which clients and segments create value and where profitability is under pressure.

  • CFOs

    For analysing margins, deviations and the economic effect of the commercial terms.

  • Commercial directors

    For better context on discounts, pricing and the management of key clients.

  • Financial analysts and controlling

    For comparisons, trends and prioritising client and margin deviations.

  • Companies with many clients, products or channels

    For a more structured analysis of profitability in a more complex commercial structure.

In the package

What the package includes

AI package “Clients & Margins”

6 areas in the package

  1. Client profitability

    An analysis of the economic contribution by client or segment, based on the available and reliable data.

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  2. Margins

    Tracking margins and how they move by client, product, service or business line, where the data model allows it.

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  3. Discounts

    Visibility over the effect of commercial discounts on the final margin.

  4. Revenue against contribution

    Telling clients with high turnover apart from clients with a sustained positive contribution.

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  5. Deviations

    AI signals for unusual changes in a margin, a discount, revenue or another relevant dependency.

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  6. Comparative analysis

    A comparison between periods, clients, segments or business lines, where the functionality is actually available.

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The package's logic

From turnover to real value

The package does not look at sales alone, but at the financial result behind them.

  1. Revenue

  2. Discounts

  3. Costs / cost of sales

  4. Margin

  5. Client profitability

Control areas

Which clients deserve attention?

  • Clients with high turnover but a declining margin.

  • Clients with rising discounts.

  • Clients whose revenue grows more slowly than the related costs.

  • Clients with an unusual change in the product or service mix.

  • Segments with consistently better or weaker profitability.

  • Cases where the change calls for further financial or commercial analysis.

Value map

Client value map

A visual matrix that positions clients by two indicators – the size of the revenue and the margin or profitability. This forms four management zones, where the product has the reliable data.

Client value mapSample data

Margin / profitability

Size of revenue

  1. Strategic

    High contribution and high profitability.

  2. Developing

    A lower current contribution, but good or improving profitability.

  3. To optimise

    Significant revenue, but the margin is under pressure.

  4. To review

    A low contribution and unfavourable dynamics – context is needed, not an automatic conclusion.

These categories are an analytical visualisation, not an automatic recommendation to end or change the relationship with a client.

How it works

How it works

  1. Bringing the relevant data together

    Financial, commercial and other supported sources are used, according to the specific configuration.

  2. Calculating the indicators

    The system applies the logic actually available for revenue, margins, discounts and other indicators.

  3. AI finds changes and dependencies

    Unusual movements and trends are brought to the user's attention.

  4. The team analyses and decides

    The finance and the commercial team look at the context and determine the necessary action.

Management value

Management questions the package helps you answer

  • Which clients create the largest real contribution?
  • Where is the margin improving and where is it worsening?
  • How do discounts affect profitability?
  • Are there clients with high turnover but an insufficient margin?
  • Which segments or business lines perform better?
  • Where is there a material deviation that has to be analysed?

AI principle

AI finds the change. Your team determines the cause and the decision.

Oditor AI does not automatically determine which clients are “good” or “bad”, what price to offer or whether a client should be kept. These are management decisions that need business context.

Benefits

Benefits of the package approach

  • Clearer client economics

    Turnover, discounts and the margin are looked at in one context.

  • Earlier detection of margin erosion

    The team can see the material changes earlier.

  • A better conversation between finance and sales

    Both functions work on one shared financial picture.

  • Better segmentation

    Clients can be compared by economic indicators, where the data allows it.

  • More focused actions

    Attention goes to the areas with the most material change.

Ready-made solutions

The other AI packages

Each package has its own focus. If you are looking for something else, here is how they differ.

Do not measure client value by turnover alone.

Request a demonstration of the AI package “Clients & Margins” and see how Oditor AI can give a clearer picture of client profitability.

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