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.
Don’t wait until month-end close to discover where your money went. Our sophisticated variance analysis engine continually audits your data down to the individual sales line to surface hidden profit drains and opportunities. Instantly isolate exactly where and why margins are dipping, whether from unbilled freight fees, unauthorized customer price overrides, 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 92% 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.
Catalog Profitability
Maximize Top Movers and Eliminate Hidden Margin Drains
Take the guesswork out of catalog rationalization. Profit Max Platform automatically categorizes your inventory into dynamic ABCD segments based on real profitability, not just volume. By uniting portfolio-level segmentation with single-pane SKU details, you can instantly audit transaction history, trailing supplier costs, and customer breadth. Know immediately if an underperforming item is an essential multi-customer staple or a drain on your warehouse so you can re-price, consolidate, or sunset with confidence.
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 MANAGEMENT SERVICES
Implementation, workflow optimization & consulting
Turning order-level profit intelligence into sustained EBITDA requires more than having the right software. When you process thousands of orders across thousands of SKUs, identifying margin erosion is only half the battle, because finding the internal bandwidth, specialized time, and operational focus to act on it is tough.
Cavallo’s Profit Management Services pairs the Profit Max Platform with dedicated distribution experts who embed directly alongside your team. Even the best platforms require daily execution; we bridge that gap by doing the heavy lifting to diagnose root causes, deliver prioritized action plans, and help you configure automated ERP workflow guardrails so recovered margin stays on your bottom line.
Rapid ERP
Connection
Seamlessly connect Profit Max Platform to your ERP—including Microsoft Dynamics (GP & BC), Acumatica, NetSuite, and Infor—with zero business downtime and zero custom coding.
Order-Level Leak
Diagnosis
Our Profit Scientists analyze your transaction history to isolate hidden drains: unpassed supplier cost increases, unasked-for sales discounts, micro-orders, and unbilled freight.
Workflow
Re-Engineering
We help you translate insights into daily execution by establishing automated pricing thresholds, customer-tier rules, and approval workflows directly within your ERP environment.
Continuous Margin
Governance
Regular strategic syncs that hand your leadership team clear, high-impact priorities each week, measuring every action against verifiable EBITDA expansion.
“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.
FAQ
We already use Power BI / Tableau. Why do we need Profit Max Platform?
What specific margin leaks is the platform engineered to uncover?
How does the platform protect our data and ensure AI privacy?
Can we implement Profit Max Platform if we are planning an ERP migration soon?
Yes. Because Profit Max Platform is ERP-agnostic, many distributors deploy it to clean up their transaction habits, identify margin leaks, and establish healthy profitability metrics before executing a major system change. The business intelligence you build today, such as your churn prediction analysis and ABCD segmentation for items and customers, stays with your organization and migrates cleanly with you as you transition between ERP systems (e.g., moving from Dynamics GP to Business Central).