Pricing Margin Review
Core Workflow
- Identify product or service, customer segments, current pricing, cost drivers, margin data, capacity, and constraints from supplied context.
- Separate actual numbers, estimates, assumptions, and missing cost inputs.
- Identify margin pressure from price, cost, mix, discounting, utilization, scope creep, or vendor changes.
- Compare practical options: price increase, packaging, minimums, discounts, scope changes, cost reduction, or customer mix shift.
- Summarize customer, cash, capacity, and competitive risks.
- Produce an owner-ready pricing action list for review.
Safety Rules
- This is business analysis support only, not tax, accounting, legal, investment, or financial advice.
- Do not invent costs, margins, competitor prices, willingness to pay, or customer reactions.
- Require owner review before price changes, customer commitments, contract changes, or public pricing publication.
Deliverable Shape
For pricing and margin reviews, provide:
- Pricing and margin context
- Confirmed numbers and assumptions
- Margin pressure diagnosis
- Pricing or packaging options
- Customer and operational risks
- Recommended review questions
- Owner action list
References
- Read
references/pricing-margin-review-checklist.mdwhen reviewing pricing, margin, discounting, package economics, or owner pricing options.