Phoenix - Your AI AssistantCustom Product Portfolio Analysis (ABC/XYZ, Profit & Stability)
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What you get with this Offer
You provide your product-level sales and profit data, and I apply a proven analytical framework to your own portfolio, delivering structured, business-ready insights.
The analysis focuses on portfolio structure, value concentration, stability, and efficiency, using established methods such as ABC/XYZ classification, contribution analysis, efficiency benchmarking, and outlier context.
The attached screenshots show a sample analysis created on anonymized data to demonstrate the depth, clarity, and structure of the results you will receive with your own dataset.
What this analysis covers:
• Portfolio structure by ABC/XYZ classification
• Value and stability distribution across product categories
• Contribution analysis (sales and profit concentration)
• Efficiency comparison within ABC/XYZ segments
(sales per product, profit per product, weighted margins)
• Portfolio role perspective (value drivers, volume drivers, support products)
• Identification of outliers and structural anomalies
The scope is clearly defined and repeatable: the goal is to provide decision-support insights, not theoretical explanations or training material. This is a full portfolio-level strategic analysis, not a single-metric report.
This analysis is ideal if you want to understand where value is really coming from, how stable it is, and which product groups deserve strategic attention — based entirely on your own data.
What the Freelancer needs to start the work
To perform the analysis, I need product-level transactional data with a defined time period.
The analysis is flexible: calculations can be done directly or indirectly, depending on what you can provide.
Required (non-optional)
• Product ID / SKU
• Time period (e.g. monthly, quarterly, yearly data – must be clearly defined)
Sales & Cost Data
You can provide either A or B below:
A) Unit-based inputs (preferred)
• Unit price
• Unit cost
• Units sold
OR
B) Pre-calculated totals
• Total sales value per product
• Total profit (or gross margin value) per product
Optional (if available)
• Gross margin % per product
• Category or product group (if you want category-level insights)
Important Notes for Buyers
• If some fields are missing, values can be reverse-calculated as long as equivalent data is provided.
• No external benchmarks or assumptions are added — all results are based solely on your data.
• If the data structure is unclear or incomplete, I will confirm feasibility before starting.