Pricing Strategy Report Pack

Stop guessing at prices. A seven-tab workbook that does the maths, and a short guide that explains how to use it to set and review your prices.

The workbook (XLSX)

• Margin & Markup: profit, margin and markup from cost and price; the exact price for a target margin or markup.
• Margin-Markup Table: quick conversions, so 40% margin never gets confused with 40% markup again.
• Break-even: contribution margin, break-even units and revenue, units for a profit target, margin of safety.
• Discount Impact: how many more units a discount needs just to stand still.
• Price Increase: how many sales you could lose after a price rise and keep the same gross profit.
• Product Price List: 30 rows with margin, markup, suggested price at your target margin and monthly gross profit.
• Service Rate: the minimum hourly rate that covers your income target, overhead and non-billable time.

The guide (PDF)

• Margin vs markup, with the formula that gets target margins right.
• Cost-plus, competitive and value-based pricing, and how to combine them.
• Break-even, discount and price-increase maths with worked examples.
• Notes for retail, software and service businesses, and a 30-minute quarterly price review.

Works in Excel, Google Sheets and LibreOffice. Example figures are placeholders, not benchmarks. General information, not financial advice.