See which channels, customers and salespeople really make you money

How we built a profit and loss by channel, customer and salesperson that pulls straight from the ERP, refreshes in one line every month, and comes with a planner that answers “what if?” in seconds. Includes the Cooper Vance Profit Planner, an Excel workbook loaded with an example business so you can try every scenario straight away.

What’s inside

1. The story: from a report rebuilt by hand every month to decisions agreed in one meeting
2. The four layers of profit, and why turnover lies
3. How to share out costs fairly, by channel, customer and salesperson
4. The “if they left” view: which customers you can’t afford to lose
5. The 45 control checks that made the numbers trusted
6. The monthly refresh, and every problem we hit with its fix
7. The planner: break-even, profit targets, losing a customer, a point of margin
8. 22 copy-ready prompts, plus the Profit Planner workbook (Excel)

Who it’s for

Owner-MDs of trading businesses with more than one sales channel, a sales team or key accounts, who know their sales but not where their profit comes from.

Get the guide

£249 + VAT. Instant PDF download plus the Excel workbook. Based on what we built inside a real multi-million-pound UK trading business, with names and figures kept private.

Want a taste first? Read the free version: how we did it, step by step.

Rather have it done for you?

Our Profit by Channel Setup builds it inside your business, connected to your own systems, with your team trained to run it: £2,495 + VAT, two weeks, fixed price. Bought the guide? We’ll take what you paid off the price if you book within 30 days.

We’re not IT people. We’ve sat in the MD’s chair and built the systems behind it, and we’ll talk to you in plain business terms. Book a free 30-minute call with us →

Claude, Microsoft Copilot and ChatGPT are trademarks of Anthropic, Microsoft and OpenAI respectively. Cooper Vance is not affiliated with them.