Analysis / Finance and cash planning
Allocate shared costs to service profitability
Use Proforma to allocate shared costs to service profitability. Produce service profitability table and cost allocation sensitivity from your business data.
Finance lead · Founder
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Your starting prompt.
Calculate profitability by [service line] for [period], first showing contribution before shared costs and then allocating each cost pool using the supplied drivers. Compare the result with an alternative allocation basis so we can see sensitivity. Produce a transparent allocation table and identify services whose ranking changes. Keep unused capacity and missing driver values visible instead of assigning arbitrary proportions.
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Method and review
Keep the assumptions visible.
Start with opening cash and dated receipts and payments. Separate recorded cash movements from forecasts, and show which assumptions change the result.
For this task, check
Allocation choices change reported profitability and should not be mistaken for avoidable costs.
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Work with permitted files or queryable data. Verify the result against the original records.
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