Roles / Relationship managers and branch leaders

For the relationship managers and branch leaders

"Is my book of business profitable?"

What ProfitKeel gives you

A contribution line for every relationship, account or branch you own.
Row-level security, so each manager sees their own portfolio and nothing else.
Drill-down from any number to the activities behind it.

Use cases

Customer profitability Product and SKU profitability Pricing floors and deal review Relationship profitability Branch, store and site profitability Channel profitability Shared service chargeback What-if and budget scenarios Month-end management P&L

Where you will spend your time

Portfolio dashboardRelationship P&LDrill-down

Industries

Commercial banking Retail banking and credit unions Professional services

See your own cost structure in ProfitKeel.