ProfitRoot
Reconciled - Traceable
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Alex Chen
Finance Director
EntityDemo Co.
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Sample dataRidgeline Foods is a fictional demonstration company — not real data. Upload your own Plan + Actual files to analyze your numbers.
PVMR Bridge — Contribution Margin
Plan -> Actual . Enterprise
Net Sales
$1,438,188
+$106,913(+8.0%)
vs Plan
Contribution Margin
$465,371
-$8,894(-1.9%)
vs Plan
CM%
32.4%
-327 bps
vs Plan
Contribution Margin Bridge
Plan → Actual · Enterprise
Engine reconciled - Traceable
COMMERCIAL DRIVERS+$2,076-251 bpsCOST DRIVERS-$10,971-76 bps$100K$200K$300K$400K$500K$474,26535.6%Plan+$62,744+0 bpsVolume (incl. new & disc.)-$8,996-19 bpsMix-$51,672-232 bpsNet price$0+0 bpsRate (inflation)-$10,971-76 bpsVariance$0+0 bpsValue creation$465,37132.4%Actual
▼-$8,894(-1.9%)unfavorable
Favorable
Unfavorable
Anchor
Root Cause Summary

Contribution Margin fell $8,895 (-1.9%) vs Plan.

Commercial performance was favorable (+$2,076) — led by Volume (incl. new & disc.) +$62,744, but cost drivers were unfavorable (-$10,971).

Top Drivers
FAVORABLE
Volume (incl. new & disc.)+$62,744
UNFAVORABLE
Net price-$51,672
Variance-$10,971
Mix
Customer mix+$2,124
Brand mix-$11,119
Top customers by CM delta
Meridian Market-$22,101
Apex Club+$13,213
Bloom Natural+$8,438
Summit Foods-$7,337
Top brands by CM delta
Ridgeline Crunch-$8,531
Grove Harvest+$4,652
DayStart-$3,467
TrueRoots-$1,548
Trends
Plan / Forecast / Actual over time
Contribution Margin over time — Enterprise
Plan
Actual
$300K$350K$400K$450K$500K$550KJanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMayJunJulAugSepOctNovDec202520252025202520252025202520252025202520252025202620262026202620262026202620262026202620262026