Pricing Analytics

Pricing analytics provides insights into pricing performance, margins, trends, and rule effectiveness. This guide covers analytics features and reporting.

Overview

Pricing analytics enables you to:

• Analyze pricing performance
• Track margin trends
• Measure rule effectiveness
• Compare pricing scenarios
• Identify opportunities
• Generate pricing reports

Accessing Pricing Analytics

Navigate to Pricing → Pricing Analytics to view analytics dashboards.

Understanding Analytics

Key Metrics

Metric	Description
Gross Margin	Revenue minus cost
Margin %	Margin as percentage
Average Discount	Mean discount given
Price Variance	Deviation from list
Rule Utilization	Rule usage rate

Analysis Dimensions

Dimension	Analysis
Product	Item-level pricing
Category	Category margins
Customer	Customer profitability
Time	Trend analysis
Channel	Channel comparison

Performance Indicators

Indicator	Good	Warning	Critical
Margin %	>30%	20-30%	<20%
Discount %	<15%	15-25%	>25%
Rule Conflicts	0	1-5	>5

Analytics Dashboard

Overview Panel

Pricing Analytics Dashboard

Period: January 2026

Revenue Metrics:
├─ Total Revenue: $2,456,789
├─ Gross Margin: $834,108 (34%)
├─ Average Order: $1,245
└─ Average Margin: 32%

Discount Metrics:
├─ Total Discounts: $312,456
├─ Avg Discount: 11.3%
├─ Promotional: $145,234
└─ Volume: $98,765

Rule Performance:
├─ Active Rules: 47
├─ Rules Applied: 89%
├─ Conflicts: 2
└─ Top Rule: Volume Tier 3

Margin Analysis

Margin Analysis by Category

Category        | Revenue    | Margin  | Margin %
────────────────────────────────────────────────
Electronics     | $845,234   | $253,570| 30%
Accessories     | $423,567   | $169,427| 40%
Consumables     | $312,456   | $109,360| 35%
Services        | $234,567   | $117,284| 50%
Hardware        | $640,965   | $184,467| 28.8%

Trends:
├─ Electronics: ↓ 2% vs last month
├─ Accessories: ↑ 3% vs last month
└─ Services: → Stable

How-To Guides

How to Analyze Product Pricing

Product Performance

1. Go to Pricing → Analytics
2. Select Product Analysis
3. Choose products or categories
4. Set date range
5. View metrics:
   • Sales volume
   • Revenue
   • Margin
   • Discount impact

Product Pricing Report

Product Pricing Analysis

Product: Widget Pro (SKU-001)

Pricing Summary:
├─ List Price: $99.99
├─ Avg Selling Price: $84.99
├─ Cost: $45.00
├─ Avg Margin: $39.99 (47%)
└─ Avg Discount: 15%

Sales Distribution:
├─ List Price Sales: 23%
├─ Customer Discount: 34%
├─ Volume Discount: 28%
└─ Promotional: 15%

Price Points:
├─ Max Price: $99.99
├─ Min Price: $69.99
├─ Mode Price: $89.99
└─ Median Price: $84.99

How to Track Margin Trends

Margin Dashboard

1. Navigate to Analytics → Margins
2. Select analysis period
3. Choose grouping:
   • By product
   • By category
   • By customer
   • By channel
4. View trend charts

Margin Trend Analysis

Margin Trend: Last 6 Months

Month    | Revenue    | Margin   | Margin %
─────────────────────────────────────────────
Aug 2025 | $2.1M      | $672K    | 32%
Sep 2025 | $2.3M      | $759K    | 33%
Oct 2025 | $2.4M      | $816K    | 34%
Nov 2025 | $2.8M      | $924K    | 33%
Dec 2025 | $3.2M      | $1.02M   | 32%
Jan 2026 | $2.5M      | $834K    | 34%

Observations:
├─ Holiday season lower margins (Dec)
├─ Q4 average: 33%
├─ Improving trend in Jan
└─ Target: 35%

How to Measure Rule Effectiveness

Rule Performance

1. Go to Analytics → Rule Performance
2. View rule metrics:
   • Application rate
   • Revenue impact
   • Margin impact
   • Customer usage

Rule Effectiveness Report

Pricing Rule Performance

Rule: Summer Promotion 2025
Period: Jun 1 - Aug 31, 2025

Usage:
├─ Times Applied: 4,567
├─ Unique Customers: 1,234
├─ Orders Affected: 3,890
└─ Application Rate: 45%

Financial Impact:
├─ Revenue Generated: $567,890
├─ Discount Given: $141,973
├─ Incremental Revenue: +$234,567
└─ ROI: 165%

Customer Impact:
├─ New Customers: 234
├─ Repeat Purchases: 67%
└─ Avg Order Increase: 23%

How to Compare Pricing Scenarios

Scenario Comparison

1. Go to Analytics → Scenario Analysis
2. Select scenarios to compare
3. Set comparison criteria
4. View side-by-side results

Scenario Comparison

Pricing Scenario Comparison

Scenario A: Current Pricing
Scenario B: 10% Price Increase
Scenario C: Volume Discount Expansion

Metric         | A          | B          | C
────────────────────────────────────────────────
Est. Revenue   | $2.5M      | $2.65M     | $2.7M
Est. Volume    | 10,000     | 9,200      | 11,500
Margin %       | 34%        | 38%        | 31%
Customer Churn | 0%         | 8%         | -2%

Recommendation: Scenario A with selective
increases on low-elasticity items

How to Analyze Customer Profitability

Customer Analysis

1. Navigate to Analytics → Customer
2. View profitability metrics
3. Segment by:
   • Revenue tier
   • Margin tier
   • Discount level
   • Growth potential

Customer Profitability Matrix

Customer Profitability Analysis

Segment        | Customers | Revenue  | Margin | Discount
──────────────────────────────────────────────────────────
Platinum       | 45        | $890K    | 28%    | 18%
Gold           | 156       | $567K    | 32%    | 12%
Silver         | 423       | $456K    | 35%    | 8%
Standard       | 1,234     | $543K    | 38%    | 5%

Insights:
├─ Platinum: High volume, lower margin
├─ Gold: Good balance
├─ Silver: Growth potential
└─ Standard: Best margins

How to Generate Pricing Reports

Available Reports

Report	Description
Margin Summary	Overall margin performance
Discount Analysis	Discount breakdown
Rule Performance	Rule effectiveness
Price List Comparison	List vs actual
Customer Pricing	Customer-level analysis

Report Configuration

Pricing Report: Monthly Summary

Parameters:
├─ Period: January 2026
├─ Grouping: By Category
├─ Comparison: vs December 2025
└─ Format: PDF with charts

Sections:
├─ Executive Summary
├─ Revenue & Margin Analysis
├─ Discount Breakdown
├─ Rule Performance
├─ Recommendations
└─ Detailed Data Tables

Schedule:
├─ Frequency: Monthly
├─ Recipients: Finance, Sales
└─ Delivery: Email

Advanced Features

Predictive Analytics

Forecast pricing:

• Demand prediction
• Price elasticity
• Optimal pricing
• Scenario modeling

Competitive Analysis

Market comparison:

• Competitor tracking
• Price positioning
• Market share impact
• Gap analysis

AI-Powered Insights

Intelligent recommendations:

• Price optimization
• Discount suggestions
• Rule improvements
• Anomaly detection

Custom Dashboards

Build custom views:

• Drag-and-drop widgets
• Custom metrics
• Personalized layouts
• Shared dashboards

Best Practices

Analysis Approach

• Regular monitoring
• Trend analysis
• Segment insights
• Action-oriented

Metric Selection

• Focus on key metrics
• Consistent definitions
• Benchmark comparison
• Clear targets

Reporting

• Regular cadence
• Actionable insights
• Clear visualizations
• Distribution plan

Decision Making

• Data-driven
• Test and learn
• Document decisions
• Measure impact

Configuration

Analytics Settings

Navigate to Settings → Pricing → Analytics:

• Default Period - Analysis timeframe
• Comparison - Default comparison
• Targets - Metric targets
• Alerts - Threshold alerts

Dashboard Settings

• Layout - Widget arrangement
• Refresh - Update frequency
• Export - Export options
• Sharing - Access control

Troubleshooting

Common Issues

Data not updating

• Check data sync
• Verify date range
• Refresh dashboard
• Clear cache

Metrics seem wrong

• Verify calculations
• Check filters
• Review data source
• Compare manually

Reports not generating

• Check permissions
• Verify schedule
• Review parameters
• Check email config

Dashboard slow

• Reduce date range
• Fewer widgets
• Optimize queries
• Check server load

Related Documentation

Learn about Pricing History to track all price changes over time.