Pricing Optimization Audit
Are You Leaving Margin on the Table? Many companies rely on outdated pricing structures that don’t reflect customer behavior, cost-to-serve differences, or market dynamics. This audit helps uncover pricing blind spots and identify data-driven tools that can unlock hidden profit—without sacrificing competitiveness.
Industry
Manufacturing
General B2B
SaaS Model
B2C General
eCommerce
Wholesale
Supply Chain/Logistics
Other
Current Challenges (Select all that apply)
We haven't updated our pricing strategy in over a year.
Sales teams often discount without clear guardrails or oversight.
We don’t track margin by product, customer, or channel in real-time.
Complex pricing agreements make it hard to ensure consistency.
We can’t forecast the margin impact of price changes.
Our pricing doesn't reflect customer segmentation or value.
Internal approvals for custom pricing are manual or inconsistent.
We lack visibility into freight, rebate, or service-related margin leakage.
New product pricing is guesswork, not modeled from data..
Our competitors undercut us, but we don’t know where or why.
Our prices are static, even though demand or inventory fluctuates.
Promotional pricing isn’t optimized for margin or ROI.
Manual pricing updates slow down our quote-to-cash cycle.
We lack visibility into which SKUs are eroding margin.
Other
Capabilities That Could Help
Real-time margin analytics by customer, product, or region
Smart list price optimization based on elasticity and value
Sales deal guidance to protect target margins
Pricing segmentation by customer size, behavior, or loyalty
Predictive “what-if” modeling to test pricing changes
Alerts for margin erosion or low-value deals
Integrated approval workflows for special pricing
Freight, rebate, and service charge analysis tools
Dashboards showing true pocket margin across the portfolio
A full strategic pricing engine aligned with our ERP or CRM
Dynamic pricing recommendations based on volume, availability, or cost
Margin visibility across products, categories, and customers
Other
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