Free demo · up to 3 accounts
See which accounts make you money — and which quietly cost you
Enter up to three service accounts. The Analyzer shows each account's true margin after fees and provider costs, rates its financial health, and shows exactly what a rate increase would do.
- 2 minutes per accountBilling, fees and provider cost
- Instant health ratingStrong · Healthy · Fair · Marginal · Deficit
- PrivateYour figures stay on this device
How it works
- SetupYour company name, the period and your standard fee %.
- AccountsMonthly billing, fee %, any finder fee and what you pay the service provider.
- OverviewPortfolio totals, the health mix and the effect of proposed increases.
Setup
These details appear on your portfolio report.
🔒 Available in the full Analyzer
- Your own labels — Royalty, Management Fee, Technician, Crew…
- Custom health thresholds — set your own Strong / Healthy / Fair cut-offs (demo uses 25 / 15 / 8 / 0%)
- Territories & divisions — up to 10, with a profit summary for each
- Currency & billing defaults
Accounts
Enter one service account per card. Results calculate as you type.
The full Account Portfolio Analyzer handles your whole book of business — up to 50 accounts per workbook — with territory summaries and exportable reports.
Get the full AnalyzerAccount Portfolio Analysis
Portfolio summary
Financial health
Accounts
| # | Account | Billing/mo | Provider AP | Net profit | Margin | Health | Suggested increase | Increase % |
|---|---|---|---|---|---|---|---|---|
🔒 Summary by territory / division
In the full Analyzer, every account is assigned to a territory or division and the Overview shows accounts, billing, provider cost, profit and margin for each, so you can see which part of the business carries the rest.
SAMPLE REPORT — ACS Account Portfolio Analyzer demo · acsllc-nc.com · 336.338.3454
The full Account Portfolio Analyzer
Everything in this demo, for your entire book of business, plus the tools to act on it.
Margin after fees and provider cost, five-tier health rating, rate-increase calculator, operational notes.
Your whole portfolio in one place, not just three.
Profit and margin by territory, up to 10.
The exact increase each account needs to reach HEALTHY or STRONG.
Your fee and provider labels, currency and health cut-offs.
Keep the pricing story for every account.
Print-ready portfolio reports and Excel export, one file per reporting period.
Have Affiliated Corporate Services review your portfolio and pricing strategy.