Beyond Dashboards
Actionable Intelligence for Your ERP.
Your ERP is a system of record; Profit Max Platform is your system of action. Master profit maximization with daily, AI-powered priorities that turn static data into tangible margin growth.
%
Accuracy in predicting
customer churn
%
Average increase in
margin per customer
%
Average Increase
in total margin achieved
“Profit Max Platform™ has become a staple in our leadership meetings. It’s incredibly powerful to sit down with the management team and show them exactly why I’m making the decisions I’m making.”
Paul Guebara
Partner, Valor Offroad
Move beyond static dashboards.
Most ERP and finance tools are designed for record-keeping and regulatory compliance, not for the complex, high-velocity demands of modern distribution. General BI tools can visualize your historical data, but they leave the heavy lifting to you. They are blank slates that require extensive manual setup, ongoing development, and data tracking only to report on what went wrong weeks after an unprofitable transaction has already been finalized.
Beyond BI: Actionable Insights. Maximum Profits
What is it built to prioritize
How directly can it drive results?
Is the tool proactive or reactive?
How fast can users act on insight?
Who can use it effectively?
Does it directly influence growth?
the solution
Profit Max Platform
It adds the strategic intelligence layer your distribution business is missing. By instantly translating thousands of line items into clear, prioritized actions, we move you past passive reporting and into proactive profitability. It provides the strategic clarity and speed to decision you need to outpace the market.
It’s not just about more data, it’s about unlocking your maximum profitability.
Powered by AVA: Your Profitability Navigator
Behind every insight is the Science of Profit™, Cavallo’s proprietary methodology combining advanced machine learning with real-world distribution logic. Our practical, distributor-centric AI (AVA) doesn’t just crunch numbers, it understands the nuances of distribution. It filters through the noise of your ERP to surface your most critical margin priorities and relationship risks. No data scientists required.
Provides margin clarity, down to the penny so you know exactly where you are making or losing money on every item and customer.
Monitors complex buying frequencies and behavioral shifts to predict risk and capture upsell opportunities before your revenue is lost.
Tracks shifting sales velocities and cost structures so you know which products to fix, promote, or drop.
margin variance
Spot margin leaks and profit opportunities early
Instantly isolate exactly where and why margins are dipping, whether
from unauthorized customer price overrides and discounts, or
rapid vendor cost updates, while simultaneously highlighting pricing
gaps where you have room to capture new profit opportunities.
Value Segmentation
Accounts ranked by real margin, not just top-line volume
True health isn’t measured by gross top-line revenue alone. Automatically segment your entire account base into actionable ABCD tiers based on actual margin and long-term profitability contribution. This allows your team to price smarter, allocate service resources efficiently, prioritize care for high-value A tier clients, and apply immediate corrective updates to resource-draining accounts.
churn prediction
Save at-risk customers before they leave
Customers rarely announce when they plan to stop buying from you; they simply drift away. Move past lagging indicators like days since last order. Our predictive machine learning models evaluate complex buying patterns and seasonal trends to flag accounts showing early warning signs of disengagement with up to 82% accuracy. Sales leaders receive proactive alerts detailing the exact dollar value at risk, allowing teams to prioritize outreach and save accounts before defections become permanent.
Item Profitability
Know exactly which products to fix, promote, or drop
Take the guesswork out of product lifecycle management. The platform automatically tracks shifts in sales volume, margin health, and COGS across your entire catalog. This gives your team the exact data needed to maximize high-volume item whales, correct pricing on hidden margin drainers, or make confident decisions regarding strategic product discontinuations.
AI-Powered Insights
Actionable profit priorities, no data digging required
Distributors are rarely short on data; they are short on time. Instead of spending hours building customer report frameworks or building complex pivot tables, AI-powered insights push critical business opportunities straight to your leadership team. Start each day with a clear, prioritized list of structural pricing fixes and account retention opportunities designed to drive instant return on investment.
“Profit Max Platform validated a decision we made six months ago, and gave us the exact roadmap to extrapolate that same success into the future.”
Beau Bryant, Partner and President, Valor Offroad
Customer Success Story
Valor Offroad
As a distributor of premium powersports parts, Valor Offroad was running their fast-growing business on three-day-old spreadsheets, leaving them vulnerable to sudden tariff hikes and supply chain chaos. By implementing Profit Max Platform alongside Business Central, they traded manual reporting for real-time margin control, ultimately capturing a $937,000 margin gain from top-tier accounts.