Features - Deltient | Customer Margin Intelligence

Analytics

The features to boost
your productivity

Customer-Level Profitability

Instantly see margin by client, by month

COGS Breakdown

Track cost by % of revenue, labor, direct, or usage

Automated Reporting

Pull in data monthly from SharePoint or your team

How it Works

It’s Not Magic. Just Smart Finance Ops.

Step 1 – Drop Your Files

We set up a SharePoint folder or receive your revenue + cost files directly.

Step 2 – We Map the Model

We build and automate your customer margin breakdown in Power BI.

Step 3 – Review & Repeat

You get monthly insights, trends, and dashboards—without lifting a finger.