Pricing & Margin Review

Know your cost. Know your margin. Know when the price needs to change.

A focused pricing system for true product cost, margin, channel fees, discounts, market notes, and planned price changes.

What's included

• 10-sheet Excel workbook
• Products & Pricing
• Cost Breakdown
• Margin Review
• Price Change Planner
• Channel Pricing
• Discount Checker
• Market Notes
• Quarterly Review
• Printable + fillable PDFs

Use it to

• ingredient/input cost
• packaging
• labor/time
• channel cost
• total unit cost
• gross profit
• gross margin
• target price
• discount impact
• wholesale/retail channel margin

Who it's for

Homestead, farmstand, market, cottage-food, maker, and small product businesses that are selling but are not confident their prices still work.

Format & delivery

Instant digital download delivered as a ZIP file after purchase. No physical item is shipped.

Frequently asked questions

Does this calculate true unit cost?
Yes. It provides fields for inputs, packaging, direct labor/time, transaction/channel costs, and other direct costs.

Does it recommend a selling price automatically?
It can calculate a target price from cost and target margin; the final pricing decision remains yours.

Can I compare wholesale and retail pricing?
Yes. Channel Pricing is included.

Can I test discounts before running a sale?
Yes. The Discount Checker shows promo price and margin impact.

Is this financial advice?
No. It is an internal business-planning and pricing-analysis tool.

Can I use it with any product type?
Yes, for permitted small-business products where you can estimate direct costs and selling price.

When is the flagship better?
Choose the flagship if pricing is one part of a larger need covering sales, production, inventory, customers, and marketing.

This is an organizational and business-planning tool. It does not replace legal, tax, accounting, insurance, licensing, food-safety, labeling, or other professional or regulatory requirements that may apply to your business or location.

License

Standard use is for one person or one business. Commercial-license options are available separately. Original source files and templates may not be resold, shared, redistributed, sublicensed, or used to create a competing template product.