For finance leaders

Margin Diagnostic

A fixed-price review of pricing, quoting, and discounting data, for the leader who owns margin.

What the diagnostic is

Price and duration are not published yet

The diagnostic is fixed price and fixed length. Both numbers appear here once the pricing record is approved. We will not show a number we have not committed to.

What you walk away with

Realized price against list price, by segment, seller, and product
The approval and quoting steps where discount leaks
A ranked list of fixes, each with the evidence behind it
A scoped build plan you can run with us or without us

How it works

We read quoting, discounting, and billing data through scoped, read-only access and reconcile what was quoted against what was invoiced.

Data access

Read-only service accounts on credentials you own. Access is time-boxed, logged, and revoked when the diagnostic ends.

Who it is for

Finance leaders who suspect discounting is unmanaged
Companies facing a forced CPQ migration

Who it is not for

Companies with no quoting or discounting data in a system
Teams looking for a pricing strategy study rather than a data review

Guarantee

Guarantee not published yet

This appears here once the Head of Services approves the record. We do not publish a placeholder in its place.

Questions

Do we keep the findings if we do not continue?

Yes. The findings, the data map, and the build plan are yours. You can run the plan with us, with another firm, or with your own team.

How much of our team's time does it take?

We need one named owner, access to the systems, and short interviews with the people who run the tools. We do the reading and the tracing.

What access do you need?

Read-only service accounts on credentials you own. Access is time-boxed and logged, and it is revoked when the diagnostic ends.