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SaaS Program to Measure Customer & Product Profitbility

I am looking for a software service that allows me to track customer and product profitablity.  I work for a SaaS company and we are trying to track engineering and marketing time along with any direct expenses to a particular customer or product.  Since labor is the biggest cost, we are looking to track their time at a very detail layer.

What I am looking for is a system that does the tracking and then feeds into the the overall system so that I can measure profitiability against customer or product.  Ideally, I just want the "one-press-of -the-button" concept.  I know there is stuff for manufacturing but no seeing a solution that handles more SaaS service (non-consulting) oriented companies.  Any advice.



Len Green
Title: Performance Improvement Consultant and E..
Company: Haygarth Consulting LLC
LinkedIn Profile
(Performance Improvement Consultant and ERP Strategist, Haygarth Consulting LLC) |

From what you outline above, it seems like your needs are really around project or job cost tracking, except that unlike a consulting firm, you are not billing the costs.
If you need to track engineering costs by product, and marketing/sales costs by customer, this may be doable through the addition of a few modules to your existing system (if available), a redesign of your processes and the enhancement of your chart of accounts to enable the data to be reported on.

Feel free to contact me if you would like to chat more.


Topic Expert
Barrett Peterson
Title: Senior Manager, Actg Stnds & Analysis
Company: TTX
(Senior Manager, Actg Stnds & Analysis, TTX) |

A module specifically designed for inventory or project cost accumulation will work best, but many features to collect specific cost elements will get the job done by using them [and titdling them if possible] for uses not originally intended. The software just needs two "collection identifiers besides the ledger account.

Topic Expert
Bob Scarborough
Title: CEO
Company: Tensoft, Inc.
(CEO, Tensoft, Inc.) |

My experience is this challenge requires business trade-offs and realities combined with available solutions. While everything is possible, the benefit received from your information needs to be business reasonable to collect and it needs to fit with your culture and company realities.

Take the product cost for example. The challenges of tracking time for engineering to a combination of end customer and product line for a specific sale are large – unless your company does only very large sales to very few customers. The challenges include accurate time capture for employees, timing differences (time lag between events and labor cost and the revenue to be recognized), as well as matching challenges. Some of the expenses will be COGS – matched by definition to revenue. Some of them will not be tracked as COGS – and would be challenging to track as COGS (both from a GAAP and a management perspective).

A solution that provides value while considering some of these challenges is a product line P&L. Revenue, COGS, engineering time, marketing time are all tracked to a P&L by way of an account code or other financial dimension. The period of time considered is usually 3-5 years for analysis – allowing for R&D or other engineering and marketing costs to be captured along with the overall revenue and margin created.

Topic Expert
Brenda Morris
Title: Board of Directors, Audit Committee Chai..
Company: Boot Barn
(Board of Directors, Audit Committee Chair, Boot Barn) |

I would talk to Host Analytics ( In an implementation with them we developed a very detailed and complex product costing template that was "push of a button" and included thousands of products with about ten major cost variables, labor being our largest. May be worth a conversation to see if they can meet your needs.


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