Customer Profit Clarity Index

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Customer Profit Clarity Index™

This rapid 4-minute assessment reveals how clearly you see the true financial contribution of every customer - factoring in cost-to-serve, complexity, and margin erosion. Get your clarity score, uncover hidden profit drains, and access tailored steps to refocus your strategy around margin-making accounts.

15Questions

1
How are you currently measuring customer profitability?
We are not currently measuring it
Revenue per customer (e.g., top-line only)
Gross Margin per customer (e.g., revenue – direct costs)
Net Margin per customer (e.g., fully burdened P&L)
Other
2
What’s your confidence in identifying your top 10 most profitable customers by Net Margin?
1 – Not confident
2
3 – Somewhat confident
4
5 – Very confident
3
How frequently do you review profitability by customer?
Never
Ad-hoc, when requested
During pricing negotiations
Based on revenue thresholds
Part of a recurring process (monthly / quarterly)
4
How scalable is your profitability analysis across all customers?
1 – Manual, not scalable
2
3 – Somewhat scalable
4
5 – Fully automated and scalable across all accounts
5
How connected is your data for customer profitability analysis?
1 – Siloed spreadsheets, disconnected systems
2
3 – Some integrations, still lots of work
4
5 – Fully centralized and integrated
6
How would you describe your current process to gather profitability data?
1 – Stressful, manual, and time-consuming
2
3 – Some automation, still effort-heavy
4
5 – Seamless and fully automated
7
Does your team trust the data used in profitability analysis?
1 – Not at all
2
3 – Somewhat
4
5 – Completely
8
Is there important data missing from your profitability analysis?
YESNO
9
What kind of data is missing?
10
How much focus does leadership place on customer profitability?
1 – Rarely mentioned
2
3 – Discussed occasionally
4
5 – Considered a strategic priority
11
Who is accountable for customer profitability in your organization?
Sales
Finance
Executive leadership
Individual business units
No clear owner
It’s complicated
Other
12
Thank you for completing the assessment! Would you like to book a Profit Clarity Call with our team?We promise to review your individual responses and put together some contextually relevant content in advance of our next call.
YESNO
13
Name
First Name
Last Name
14
Company Name
15
Email
example@example.com
Should be Empty:

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