AI SkillOptimize pricingFinance
Compare price, cost, margin, and volume to choose a healthier price point. — Claude Skill
A Claude Skill for Claude Code by OpenAccountant — run /pricing-optimizer in Claude·Updated Jun 14, 2026·vmain@f5abe38
Uses costs, volumes, target margin, competitor references, and customer value to recommend pricing scenarios with margin impact, revenue impact, and risks.
- Calculates margin and revenue impact for current, recommended, and alternative price points.
- Connects pricing decisions to cost structure, volume assumptions, and target margin.
- Flags prices that look attractive for growth but damage gross margin.
- Produces plain-language recommendations finance, product, and sales can review together.
YouToday
Teams react to competitor pricing or sales pressure without checking margin impact.
With /pricing-optimizer
Run /pricing-optimizer to compare price scenarios against cost, volume, margin, and buyer risk.
1 Paste price and cost inputs2 Set target margin3 Compare scenarios4 Review risks before launch
Who this is for
What it does
Package price review
Check whether a tier price supports target margin and customer value.
Discount policy review
Model how discounts affect margin and payback.
Competitor price response
Compare competitor prices without blindly matching them.
How it works
1
Collect current price, variable cost, fixed cost assumptions, volume, competitor references, and target margin.
2
Calculate current margin, break-even points, and scenario impact.
3
Compare cost-plus, value-based, and competitor-informed price options.
4
Recommend a price or price band with risks, assumptions, and what to test.
5
Flag where human finance review is required before customer-facing use.
Input options
Current pricing
Current list price, discount rules, packaging, or contract price.
Example
What the user pastes
Product: onboarding analytics Business tier. Current price: $24 per user per month. Variable cost: $5.40 per user per month. Average support/service cost: $2.10 per user per month. Monthly active paid users: 3,200. Target gross margin: at least 70%. Competitor reference: LearnPro Business public price is $28 per user per month. Sales concern: increasing price may slow new deals. Need: current margin, recommended price band, and what to test before changing public pricing.
Useful result
Current unit economics
Current unit cost is $7.50 per user per month. At $24 price, gross margin is 68.75%, below the 70% target. Monthly gross profit is about $52,800 before fixed operating costs.
Scenario table
| Scenario | Price | Gross margin | Monthly gross profit at 3,200 users | Readout | |---|---:|---:|---:|---| | Keep current | $24 | 68.8% | $52,800 | Slightly below target | | Minimum target | $25 | 70.0% | $56,000 | Clears margin target with modest change | | Competitor anchor | $28 | 73.2% | $65,600 | Stronger margin but higher conversion risk | | Discount floor | $22 | 65.9% | $46,400 | Should require approval |
Recommendation
Set the public Business tier at $26-28 if the value story is strong enough, but keep a controlled approval process for discounts below $25. Do not match LearnPro only because they are at $28; validate conversion sensitivity first.
Test before launch
Run sales-assisted pricing tests on new Business opportunities, measure win rate by segment, and check whether objections are about price itself or unclear reporting value.
Human review
Finance should confirm cost inputs, Sales should review conversion risk, and Product Marketing should confirm whether Business reporting value is clearly differentiated.
Metrics this improves
Forecast Accuracy
Improves revenue scenario quality by making price and volume assumptions visible.
FinanceWin Rate
Connects pricing changes to expected sales conversion risk.
FinanceWorks with
Want to use Pricing Optimizer?
Choose how to get started.
Run in Claude Code
Free. Open source.
Install and run this skill locally on your computer.
1
Install Claude Code
Open a terminal on your computer and paste this command:
2
Install the skill
This downloads the skill with all its files to your computer:
Add -g at the end to make it available in all your projects.
3
View source on GitHub Run it
Start Claude Code, then type the command:
then
Pricing Optimizer
Overview
Compare your current pricing against actual costs to calculate true margins per product or service. Identifies underpriced offerings, estimates the revenue impact of price adjustments, and suggests target pricing based on desired margin.
Wilson Tools Used
spending_summary— calculate COGS and direct costs per category to determine cost basistransaction_search— pull revenue by product or service line, identify transaction volumes and average transaction size
Workflow
- Ask for the analysis period and list of products/services offered (or detect from transaction categories).
- Use
transaction_searchto find all revenue transactions, grouped by product/service type. - Calculate: average sale price, total units sold, total revenue per offering.
- Use
spending_summaryto identify direct costs associated with each product/service. - Calculate per-offering economics:
PRICING ANALYSIS — [Period]
════════════════════════════════════════════════════════════
Product/Service Avg Price Unit Cost Margin Volume Revenue
────────────────────────────────────────────────────────────────────
Web Design Pkg $3,000 $1,200 60% 8 $24,000
Monthly Retainer $1,500 $900 40% 12 $18,000
Logo Design $500 $350 30% 15 $7,500
Rush Projects $2,000 $1,600 20% 5 $10,000
────────────────────────────────────────────────────────────────────
- Flag offerings with margins below 40% as candidates for price increases.
- For each underpriced offering, calculate the target price for a desired margin:
- Target Price = Unit Cost / (1 - Desired Margin)
- Example: $350 cost, 50% target margin = $350 / 0.50 = $700
- Estimate revenue impact of price changes assuming 0-10% volume loss per 10% price increase.
- Rank offerings by total profit contribution (margin * volume) to prioritize optimization effort.
Without Wilson
- Create a spreadsheet with columns: Product/Service, Price Charged, Direct Cost, Units Sold.
- Direct Cost includes materials, labor hours * hourly rate, software, and any cost that only exists because of this product.
- Unit Margin:
=Price-DirectCost. Margin %:=UnitMargin/Price*100. - Total Profit:
=UnitMargin*UnitsSold. - Target Price at desired margin:
=DirectCost/(1-DesiredMarginPercent). - Revenue Impact estimate:
=NewPrice*UnitsSold*0.95(assuming 5% volume drop per 10% price increase — adjust based on your price sensitivity). - For services billed hourly, calculate your effective rate:
=TotalClientPayments/TotalHoursWorked. Compare to market rates on Glassdoor, Upwork, or industry salary surveys. - Use the pricing calculator at priceintelligently.com or profitwell.com/tools for SaaS-specific analysis.
Important Notes
- Cost-plus pricing (cost + desired margin) is a floor, not a ceiling. Value-based pricing often supports higher prices than cost-plus suggests.
- Volume sensitivity varies wildly. Commodity products are price-sensitive; specialized services are not. A 20% price increase on a niche service may lose 0% of clients.
- Do not optimize purely on margin percentage. A 30% margin on $10,000 deals ($3,000 profit) beats a 60% margin on $500 deals ($300 profit) if volume is similar.
- Test price increases on new clients first before changing existing client rates.
Reference documents
name: pricing-optimizer description: > Analyze pricing against costs and margins to optimize profitability.
Pricing Optimizer
Overview
Compare your current pricing against actual costs to calculate true margins per product or service. Identifies underpriced offerings, estimates the revenue impact of price adjustments, and suggests target pricing based on desired margin.
Wilson Tools Used
spending_summary— calculate COGS and direct costs per category to determine cost basistransaction_search— pull revenue by product or service line, identify transaction volumes and average transaction size
Workflow
- Ask for the analysis period and list of products/services offered (or detect from transaction categories).
- Use
transaction_searchto find all revenue transactions, grouped by product/service type. - Calculate: average sale price, total units sold, total revenue per offering.
- Use
spending_summaryto identify direct costs associated with each product/service. - Calculate per-offering economics:
PRICING ANALYSIS — [Period]
════════════════════════════════════════════════════════════
Product/Service Avg Price Unit Cost Margin Volume Revenue
────────────────────────────────────────────────────────────────────
Web Design Pkg $3,000 $1,200 60% 8 $24,000
Monthly Retainer $1,500 $900 40% 12 $18,000
Logo Design $500 $350 30% 15 $7,500
Rush Projects $2,000 $1,600 20% 5 $10,000
────────────────────────────────────────────────────────────────────
- Flag offerings with margins below 40% as candidates for price increases.
- For each underpriced offering, calculate the target price for a desired margin:
- Target Price = Unit Cost / (1 - Desired Margin)
- Example: $350 cost, 50% target margin = $350 / 0.50 = $700
- Estimate revenue impact of price changes assuming 0-10% volume loss per 10% price increase.
- Rank offerings by total profit contribution (margin * volume) to prioritize optimization effort.
Without Wilson
- Create a spreadsheet with columns: Product/Service, Price Charged, Direct Cost, Units Sold.
- Direct Cost includes materials, labor hours * hourly rate, software, and any cost that only exists because of this product.
- Unit Margin:
=Price-DirectCost. Margin %:=UnitMargin/Price*100. - Total Profit:
=UnitMargin*UnitsSold. - Target Price at desired margin:
=DirectCost/(1-DesiredMarginPercent). - Revenue Impact estimate:
=NewPrice*UnitsSold*0.95(assuming 5% volume drop per 10% price increase — adjust based on your price sensitivity). - For services billed hourly, calculate your effective rate:
=TotalClientPayments/TotalHoursWorked. Compare to market rates on Glassdoor, Upwork, or industry salary surveys. - Use the pricing calculator at priceintelligently.com or profitwell.com/tools for SaaS-specific analysis.
Important Notes
- Cost-plus pricing (cost + desired margin) is a floor, not a ceiling. Value-based pricing often supports higher prices than cost-plus suggests.
- Volume sensitivity varies wildly. Commodity products are price-sensitive; specialized services are not. A 20% price increase on a niche service may lose 0% of clients.
- Do not optimize purely on margin percentage. A 30% margin on $10,000 deals ($3,000 profit) beats a 60% margin on $500 deals ($300 profit) if volume is similar.
- Test price increases on new clients first before changing existing client rates.