Pricing Opportunity Report | pricexcel
Pricing Opportunity Report

The clearest picture of your pricing you have ever had.

A specific number for what better pricing is worth in your business, and a plan to go capture it.

Two years of your own transactions, read the way a Fortune 500 pricing team would read them. You come out knowing where your pricing power actually sits, which opportunities are worth acting on first, and what the whole thing is worth in dollars. Most companies finish this realizing pricing is a bigger lever than they thought.

Opportunity Report Your number, three ways
Identifiedeverything we found
Addressableafter your constraints
Realistic in 12 monthsthe number to plan around
Then the roadmap. Every opportunity sized, sequenced, and sorted by whether your team can run it or whether it needs building.
Your numberSized honestly, in three tiers
Quick winsMomentum from the first month
A roadmapSequenced and ready to act on
$7,500Fixed fee, ten business days
Why It Matters

Revenue is the largest number on your P&L, which makes pricing the biggest lever you have.

It is also the lever most businesses are least comfortable pulling, and that is fair. Price feels like the riskiest thing you can change, because the customer sees it and the effect is immediate. So it gets left alone, and every year the gap between what you could be charging and what you are charging widens a little. The good news is that the answer is not a guess or a benchmark. It is already sitting in your own transaction history, and it takes about ten business days to read.

What you have today

A feeling about pricing

A sense that some accounts are priced better than others, that discounting has crept, that a few things should probably move. Directionally right, and impossible to act on with confidence.

What you walk out with

A number and a plan

What better pricing is worth in dollars, where it sits, and the order to go after it. Specific enough to put in front of a leadership team, a board, or a lender.

What changes after

Pricing becomes deliberate

Price moves stop being reactions to a cost increase or a competitor. They become decisions you make on purpose, with evidence, at a time of your choosing.

How We Approach It

Three principles that make the answer yours.

Plenty of firms will hand you a pricing opportunity number. What makes one worth acting on is where it came from and how honestly it was built. Here is how we work.

One1

We start from your transactions, never a benchmark

Every figure in your report is calculated from your own sales history. No industry percentages, no comparable-company assumptions, no rules of thumb. Two years is enough to separate a trend from a bad quarter, and enough to see how your pricing has actually behaved through cost changes and competitive pressure.

Why it mattersA benchmark tells you what the average business could do. Only your own data tells you what your business can do, which is the only version anyone will act on.
Two2

We look at the spread, not the average

Averages are where pricing opportunity hides. Two businesses with identical margin percentages can be in completely different health underneath. We work at the level where the story actually lives: the range between your strongest and weakest realized prices, and what sits at each end of it.

Why it mattersThe spread is the opportunity. It is also the most straightforward kind to act on, because the evidence that a better price is achievable is already in your own transactions.
Three3

We build it around how you actually sell

A distributor, a consumer brand, and a services firm have the same pricing questions and completely different answers. Where one has customers and reps, another has channels and promotions, and another has engagements and delivery cost. We shape the analysis around your model in the first conversation rather than fitting your business to a template.

Why it mattersA report that reads like it could belong to any company will be read once and filed. One that recognizes your business gets acted on.
The Number

One figure, told honestly, in three tiers.

Any firm can hand you a big opportunity number. The number only becomes useful when it also tells you how much of it is real. Everything we find gets sorted into three tiers, each with its assumptions written down, so you know exactly what you are looking at before you take it to anyone else.

Tier 1

Identified

Everything the analysis found, before any constraint is applied. Useful for understanding the scale of what is on the table, and never the number to plan around.

Tier 2

Addressable

What survives your reality. Contracts you cannot reopen yet, channel rules you have to respect, relationships where a move would cost more than it returns. We take those out and show our work.

Tier 3

Realistic in twelve months

What a business at your pricing maturity actually captures in a year, sequenced by what should move first. This is the number to build a plan around, and the one we would defend in a board meeting.

The gap between tier one and tier three is not us hedging. It is one of the most useful things in the report, because it tells you precisely what stands between your business and the rest of the opportunity: contracts, capacity, governance, or timing. Each of those is solvable, and knowing which one you are facing is where the next year of pricing work comes from.

The Roadmap

Findings are not the deliverable. The plan is.

A number on its own creates pressure without direction. Every opportunity we find becomes an item on a roadmap, sized for effort, sized for impact, and given an owner. Then we do the thing most reports never do: we sort the list by whether your team can run it or whether it needs something built first. You know which column you are looking at before you decide anything about what comes next.

✓ Ready to run

The quick wins. Specific, sequenced, and executable by people already on your team.

Moves where the evidence is already in your data, so the case makes itself
Decisions coming up in the next ninety days where the analysis changes the answer
Sequenced so the first wave builds evidence and confidence for the ones after it
This column is where momentum comes from. Want the tools and someone to ask along the way? The Pricing Desk and Pricing on Demand are built for it.

→ Worth building toward

Real opportunity that needs a process, a tool, or a rhythm your business does not have yet.

Opportunities that repeat every month once something is in place to catch them
Structural moves worth more than any single price change, and worth planning properly
Each one sized, so you can decide what is worth building and what can wait
Some of this is worth building, and the report tells you which. Add the pricing dashboard to this engagement for the monthly rhythm, or step up to the Pricing Practice Roadmap and Implementation for the full practice. Separate decisions, and only if the roadmap says so.
The Readout

It ends in a room, not an inbox.

A report emailed over gets skimmed once and filed. This one ends with a live session where we walk your leadership team through what we found, in order, with time to push back on it. Bring whoever will have to act on it.

01

The number, first

We open with what we found and what it is worth, in all three tiers, before any methodology. You should know the answer inside the first five minutes.

02

Where it comes from

The story behind the number, in your own business. This is the part where teams start recognizing accounts and products on the screen and the conversation gets real.

03

What you do Monday

The roadmap, both columns, with effort and impact on each item. Then a straight conversation about what your team can take on now and what is worth building toward.

How It Runs

Ten business days, and about three hours of your time.

The analysis happens on our side. What we need from you is the data, a few conversations, and the context that keeps the findings from reading like a generic report.

What we need

Straightforward for most businesses, and worth checking before anyone commits.

Two years of transaction-level sales history. An export from your ERP, accounting system, or ecommerce platform is fine. It does not need to be clean.
How pricing works today. Your price list and the honest version of who approves what, in whatever form they exist.
About three hours of conversation. Your leadership, whoever owns commercial decisions, and someone close to the front line.
Your goals and constraints. Where the business is trying to go, and what pricing has to respect on the way there.
Not sure you can produce the data? Ask us early. Some businesses cannot, and that is worth knowing before you commit rather than after. We will tell you straight.

The ten days

Fixed scope, fixed fee, and a date on the calendar for the readout before we start.

StartYour data arrives and gets validated. If anything is missing we tell you fast, before the clock really starts.
EarlyThe context conversations. What the numbers mean depends entirely on what you tell us here.
MiddleThe analysis runs, and every finding gets pressure-tested against how your business actually works.
LateThe opportunity gets sized into the three tiers and the roadmap gets built and sequenced.
Day 10The live readout with your team. Everything is yours immediately after, including the models behind it.
Keeping It

Finding the opportunity once is worth a lot. Seeing it every month is worth more.

The report gives you the clearest view of your pricing you have ever had, on the day you get it. The question is what happens in month four. Most businesses cannot see what pricing is doing until the quarter closes, which is months after every decision that caused it. So drift returns, quietly, and eighteen months later there is a new version of the same report to run. The businesses that hold their gains are the ones that put the numbers somewhere they can see them.

The upgrade

A pricing dashboard, built on your findings

We take the goals and measures the report surfaces and build them into a dashboard on the stack you already use. It refreshes from your own systems, and a monthly AI read tells you what is working, what needs attention, and the one move worth making. Then we run your first pricing review together so the habit starts with us in the room.

Why it costs less here

The hard part is already done

Deciding what a business should measure is most of the work in any dashboard, and the report answers it. Added to this engagement it is $3,500, a fraction of what a pricing dashboard costs to build from scratch, because we are not doing the diagnostic twice.

Is It Right for You?

Built for a specific situation.

This isn't the right starting point for everyone, and we'll tell you that on the first call rather than after you've paid.

✓ A great fit if

You can export two years of transaction-level sales history, even if it's messy.
You suspect there's room in your pricing and want to know how much before you commit to anything.
You're considering a price increase and want evidence behind it before you move.
Someone wants to see that pricing is being managed: a board, a lender, an acquirer, a partner.
You're weighing an investment in pricing and want to size the prize first.

→ Start somewhere else if

You already know where your opportunity sits and what's missing is someone to own pricing. That's the Pricing Practice Roadmap and Implementation at $18,000.
You'd rather run this kind of analysis yourself. Pricing Power Tools start at $250 per tool, or $1,000 a month for the whole library at the Pricing Desk.
You have one specific pricing question and want expert judgment on it now. Pricing on Demand is the fit.
The Report
$7,500

Fixed fee, fixed scope, ten business days.

A specific number for what better pricing is worth in your business, sized in three tiers
Where your pricing power actually sits, across your customers, products, and channels
Quick wins your team can act on right away, sequenced to build momentum
The full roadmap, sized for effort and impact, sorted into what you can run and what to build toward
A live readout with your leadership team, in person or on video
The complete report and the models behind it, yours to keep
Most companies choose this
The Report + Pricing KPI Dashboard
$11,000

Everything in the report, plus the dashboard and the monthly rhythm to keep it.

Everything in the Pricing Opportunity Report
Pricing goals and measures built from what the report found
Your dashboard, built where your business already works and refreshing from your own systems
A monthly AI read naming what is working, what needs attention, and one move worth making
Your monthly pricing review on the calendar, your team trained, and the first one run with us
Everything documented, so it survives the person who owns it moving on
The upgrade is $3,500. No software license, no subscription, and nothing auto-renews. If you want expert judgment on what the dashboard surfaces month after month, Pricing on Demand is $2,500 a month, month to month.
Questions

What owners ask before they start.

Does this work for a business without customer-level data?

Yes. Plenty of businesses sell through channels or direct to consumers and have no meaningful customer dimension at all. The analysis shifts to product, channel, promotion, and time, and the questions stay the same. Tell us what your data looks like on the first call and we'll be specific about where the opportunity is most likely to sit for you.

What if our data is a mess?

Most of it is, and that's normal. Inconsistent product names, missing cost fields, credits booked oddly. Cleanup is part of the engagement and we flag anything that materially limits what we can say. The only real blocker is not having line-level transaction history at all.

How much of my team's time does this take?

About three hours total across a few conversations, plus whatever it takes someone to pull the data export. The analysis happens on our side. You see it again at the readout.

Is our data safe?

We work from what you send, we don't share it, and we return or delete it at your request when the engagement closes. If you'd rather anonymize customer names before sending, the analysis works fine on coded identifiers.

Should we add the dashboard?

Most companies do, and here's the honest test. If someone at your business will own an hour a month to look at pricing, the dashboard is what makes that hour worth having and it's the cheapest way to keep what the report finds. If nobody will own that hour yet, take the report on its own and add the dashboard later once the quick wins have earned pricing a place on the calendar. We'll tell you which one we'd pick in your situation before you decide.

Do we have to buy something else afterward?

No. The report and the roadmap are yours, and plenty of companies take the first column and go execute it themselves. The readout ends with a straight recommendation about what we'd do next in your position, and then it's your call.

How is this different from what a consultant would do?

Scope and price, mostly. This is a fixed-fee, fixed-scope engagement that answers one question in ten business days, run by someone who built a pricing function inside a real company rather than a team learning your industry on your budget. You get the analysis and the plan, not a discovery phase followed by a proposal for the actual work.

Let's Talk

Tell us about your pricing situation.

Tell us what you sell, roughly what you do in revenue, and what system your sales history lives in. We'll come back with a straight answer on whether this is the right place for you to start.

We respond within one business day. If it's a fit, we'll schedule a 30-minute call to confirm the data before anyone commits to anything.

Ten business days from now, you could know the number.

Not ready for the full report? Start with the tools and run a piece of it yourself.