The user
A pricing manager who must identify which accounts deserve attention and explain the evidence to sales and finance.
Pricing intelligence / product case study
Find the margin.Make the decision.
MarginLens turns account-level sales data into a reviewable priority list. The calculations stay separate from the interpretation, and every result leads back to source rows.
Scenario, not forecastThis demo holds cost and volume constant. It does not claim that a price increase is recoverable or that customer demand will stay unchanged.
Synthetic HVAC sales / 48 validated rows
Analysis workspace
Net sales
$212,560
Six customer accounts
Gross profit
$52,939
Revenue less recorded cost
Weighted margin
24.9%
-5.1 points against target
Margin shortfall
$14,491
3 accounts below target
01 / Prioritize
Where to focus
Shortfall = max(0, revenue × target − gross profit). It is a benchmark gap, not proven recoverable profit.
02 / Verify
Follow the evidence
13.0% marginAtlantic Mechanical
Revenue
$49,160
Recorded cost
$42,769
Gross profit
$6,391
InvoiceProductGM %
INV-10013-ton condenser13.0%
INV-1007Air handler13.0%
INV-1013Smart thermostat13.0%
INV-1019Filter kit13.0%
Review costs and contract terms first
Validate the $8,357 shortfall, confirm cost completeness, and review pricing authority before proposing a change.
03 / Test the target
Price-only scenario
Raise only accounts below target while holding cost and volume constant. Required sales = cost ÷ (1 − target).
Additional revenue required
$20,702
Product thinking
Calculation before interpretation.
The product decision
Rank account shortfalls, expose invoices, and calculate a bounded scenario. Keep final judgment with the user.
The limits
No automatic repricing, demand forecast, causal claim, or ERP write-back. Account aggregation can hide product-level losses.