MANDATE FEE PROFITABILITY ANALYTICS

True margin and cost-to-serve by client, fund and mandate are opaque, so resourcing and pricing decisions are made blind. Underperforming mandates erode margin before anyone corrects them.

Actors

  • Finance Heads
  • Commercial Directors
  • Account Managers

Systems / Vendors

  • Finance / ERP
  • CRM / deal system
  • BI / reporting

Business Question

"Which clients and mandates actually make us money once cost-to-serve is counted?"

What SPoG Does

  • Aggregates revenues, margins and cost-to-serve by client, fund or mandate.
  • Helps prioritise the most profitable work and allocate resource.
  • Flags underperforming mandates early for pricing or scope correction.

Outcome Metrics

+10%

Mandate margin

1

True cost-to-serve view

6–10 wks

To first outcomes