About this template
Customer Profitability Analysis & Customer Contribution 2026/2027 is a complete template package for companies that want to see which customers and customer segments actually generate profitability – not just revenue.
The package combines editable Word and PDF templates with an advanced Excel tool for up to 200 customers and 1,000 customer-specific cost items.
What is included
- Swedish Customer Profitability Analysis in Word and PDF
- English Customer Profitability Analysis in Word and PDF
- Swedish User Guide in Word and PDF
- English User Guide in Word and PDF
- Excel tool for customers, cost-to-serve, customer contribution, segments, and action tracking
The Excel tool analyzes
- revenue and direct/variable costs
- gross contribution before customer-specific costs
- discounts, sales time, onboarding, support, and customization
- freight, returns, credit costs, and other cost-to-serve
- customer contribution and customer contribution margin
- customer cost ratio
- customer class A–D with automatic action signals
- segment profitability
- revenue concentration and unprofitable customers
For whom?
Suitable for B2B companies, consulting firms, service companies, wholesalers, e-commerce, and other businesses where customers differ in terms of discounts, service needs, support, logistics, or sales costs.
Important about the model
Customer contribution is an internal management metric and not an official accounting item. Common costs should only be allocated when there is a relevant and documented allocation key. Avoid double-counting costs that are already included in the product's direct cost.
Format: DOCX, PDF, and XLSX. Language: Swedish + English. Reviewed: October 8, 2026.
