Reconciled p.18
Gross margin by product line: Distribution
+2.1pt vs. prior period
Use case
Product profitability analysis
See exactly which products and segments protect margin, and which ones quietly erode it, on cost and revenue data that is already reconciled to the ledger, with every figure traceable back to the source it was built from.
Built on actuals already reconciled from
- PDF filings
- Bank statements
- ERP exports
- ZATCA e-invoices
- Excel schedules
The old margin review
Margin reviews shouldn't start with a scavenger hunt through last quarter's exports.
- A gross-margin number gets challenged in a review and nobody can point to the transaction behind it.
- "Cost of sales" means one thing in the profitability view and something else in the board pack.
- A hidden cost driver sits inside an allocation nobody remembers building, let alone defending.
- Every margin review starts from a fresh export instead of the same reconciled base case as last time.
One workspace, every margin question
Why plan profitability in Rexfin?
Reconciled
Segment: Retail & distributionProduct: AllRegion: GCCScenario: Current forecast
Net revenue YTD
SAR 6.12M
Total COGS YTD
SAR 3.68M
Gross profit YTD
SAR 2.36M
Gross margin YTD
38.4%
Revenue bridge: plan vs. actual
62% Plan
18% Volume
26% Price
34% Mix
58% Actual
Gross margin: actual vs. forecast
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
| P&L line | Jan | Feb | Mar | Apr |
|---|---|---|---|---|
| Gross revenue | 400,916 | 480,971 | 521,420 | 480,202 |
| Net revenue | 400,916 | 480,871 | 521,420 | 480,202 |
| Total standard COGS | 257,752 | 294,127 | 175,568 | 293,654 |
| Total price variances | 10,003 | 15,946 | 312,249 | 24,439 |
| Gross profit | 132,284 | 169,844 | 187,845 | 161,059 |
| Gross margin % | 33.0% | 35.3% | 36.0% | 33.5% |
Protect margin, not just report it
Product and segment profitability draws on the same canonical, reconciled cost and revenue data as the rest of the model: a margin call holds up the moment someone asks where it came from.
Trace a cost driver in one click
Every profitability figure keeps its lineage back to the source transaction, so a hidden cost driver surfaces in a click instead of a week spent digging through exports.
Decide on numbers everyone trusts
Finance, category owners, and ops all read from the same reconciled model, so a margin decision never gets re-litigated against a second version of the truth.
Key features
Built for product profitability analysis
Drill to the transaction, not just the tile
Open any product or customer margin figure and follow it straight back to the reconciled transaction it was built from, no separate export needed to defend the number in a review.
62%
18%
26%
34%
58%
One connected view across your data
"Cost of sales" means the same thing in the profitability view as it does in the board pack, because it is defined once in the governed definitions layer and reused everywhere.
Recompute a margin call in seconds
Test a pricing or mix change in plain language and watch the dependent margin lines recompute deterministically: the same reconciled base case, never a detached copy.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Not a rating. A chain.
Every margin figure here can show its own proof.
- 1 Filed
- 2 Extracted
- 3 Reconciled
- 4 Cited
- 5 Exported
Reconciled p.22
Customer-tier profitability: Enterprise segment
−0.6pt vs. prior period
Reconciled p.29
Cost-of-sales variance: Q2 vs. plan
+4.4% vs. prior period
Keep exploring
Discover more planning use cases
Revenue growth management
Pricing, discounting, and mix scenarios recompute against the same reconciled revenue base, with margin impact traced automatically.
See it in actionSales & operations planning
S&OP connects demand, supply, and financial plans on one reconciled model instead of three spreadsheets reconciled by hand.
See it in actionAccount scoring & segmentation
Segment definitions live once in the definitions library and carry the same reconciliation and lineage as any other modeled metric.
See it in actionFrequently asked
Questions about product profitability analysis.
How does Rexfin support product profitability analysis?
Product and segment profitability draws on the same canonical, reconciled cost and revenue data as the rest of the model. Definitions (what counts as cost of sales for a given product) are set once and reused everywhere, and every profitability figure keeps its lineage back to the source transaction.
Who typically owns this view, finance or the category team?
Both, from the same model. Controllers and FP&A leads run the margin review; category and operations owners work from the identical reconciled figures rather than a parallel spreadsheet, so the two sides are never arguing about different numbers.
How does profitability analysis stay aligned with the rest of the plan?
It sits on the same governed model as budgeting and forecasting. A pricing or cost assumption changed here recomputes dependent lines deterministically, and the scenario stays tied to the underlying reconciled base case rather than living in a detached copy.
Can this help find a hidden cost driver, or only report the total?
Every derived figure opens onto the extraction and reconciliation that produced it, so you can drill from a margin total down to the transaction behind it. Allocation logic is defined once in the definitions library rather than a fixed, one-size allocation engine: you can describe more advanced allocation methods, and we will let you know as capability lands.
What actually makes this different from a spreadsheet-based margin analysis?
A deterministic engine (not a re-keyed formula chain) computes every rollup, and nothing exports as a margin report until the reconciliation checks between the underlying actuals agree. The spreadsheet version usually can only promise the first part.
Get started
Find the margin story your spreadsheet can't defend.
Book a walkthrough and we'll build a product profitability view from a sample of your own actuals: reconciled, cited, and ready to defend in the next review.