AI workflows for pricing and margin analysis.

Checking what each price, product, channel or engagement earns, and what a cost or price change would do to the margin.

Who does this work

  • Pricing analyst
  • Commercial finance manager
  • Margin analyst

5 workflow templates ready to adapt, and 5 workflows identified.

Updated

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Examples of the workflows identified
  1. Check the margin on a quoted product configuration
  2. Review a proposed price change
  3. Review margin by product, channel or customer segment
  4. Review the margin on a client engagement
  5. Update product costs after supplier price changes

The workflows identified

Check the margin on a quoted product configurationGives the sales or finance lead a worksheet of the quoted price, the costs and allocations included, the margin against the floor and assumptions to confirm.Workflow templateReview a proposed price changeGives the owner or finance lead the margin on each item, how costs moved, what each proposed price does to sales and gross profit across a range of responses, and dated competitor prices.Workflow templateReview margin by product, channel or customer segmentGives the finance lead a margin grid by product, channel, lane or customer that shows which cost layers are included, allocation choices and gaps.Workflow templateReview the margin on a client engagementGives the engagement, matter or account lead a worksheet comparing agreed fee, recorded effort, billed amounts, delivery costs and remaining work by phase or workstream, with the gaps that limit the view and questions.Workflow templateUpdate product costs after supplier price changesGives the cost owner each supplier price movement traced to the products that use it, with unit cost before and after and questions.Workflow template

Workflow templates

Engagement margin reviewMidway or at close, the partner and finance lead get one worksheet for an engagement: recorded time, agreed fee, billed to date and supplied costs by workstream, the gaps that limit it, and the questions the team must answer. No cost rate is invented.Workflow templateMenu input cost change reviewWhen supplier prices change, the chef and food-and-beverage manager get one worksheet: each price movement tied to the quantities in the supplied recipes, the cost per portion of every affected dish before and after, and questions for the chef. It sets no menu price.Workflow templatePrice change reviewBefore prices change, the owner or finance lead gets one review: the margin on each product or service from the sales and cost exports, how costs have moved, what each proposed price does to sales and gross profit across a stated range of customer responses, and dated competitor prices. It recommends no price.Workflow templateProduct configuration margin sheetWhen sales prepares a quote for a product configuration, the commercial owner and finance lead get one worksheet: the quoted price, the costed bill of materials, assembly and freight, and the allocations, with every unquoted part, one-off charge and uncertain volume listed as an open assumption.Workflow templateRange margin by channel reviewWhen a wholesale offer or a promotion changes the economics of a range, the finance lead gets a margin worksheet for every product in every channel, showing which cost layers are in each figure and which gaps are still open. It invents no cost and changes no price.Workflow template

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