Understanding the tools and metrics used to monitor pricing effectiveness, adoption rates, and financial impact
Intuilize provides comprehensive performance tracking through a dedicated dashboard that gives you full visibility into how your pricing strategy is performing. This dashboard helps you monitor adoption, identify improvement opportunities, and quantify financial impact.
"Our performance dashboard provides complete transparency into your pricing performance, showing exactly how much additional gross margin you're capturing and highlighting opportunities for further improvement."
Key Performance Indicators Tracked
Gross Margin Lift
- Dollar value of additional gross margin generated
- Percentage improvement in gross margin
- Trend analysis showing improvement over time
- Breakdown by customer segment, product group, and salesperson
Adoption Metrics
- Overall adoption rate (typically 70-90% for successful implementations)
- High vs. low adoption analysis
- Adoption by customer category
- Adoption by product group
- Adoption by salesperson
Override Analysis
- Percentage of transactions with overrides
- Dollar impact of overrides
- Override patterns by salesperson, customer, and product
- Opportunities to improve pricing where overrides are frequent
Revenue Coverage
- Percentage of revenue under price optimization
- Analysis of optimized vs. non-optimized sales
- Coverage by customer segment and product category
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Dashboard Features
The performance dashboard includes:
- Intuitive visual charts showing key metrics
- Drill-down capabilities to investigate specific areas
- Filtering by branch, company, salesperson, customer category, and date range
- Export functionality for detailed analysis
Using Performance Data Effectively
The dashboard enables several key activities:
- Leadership Oversight: Executives can quickly assess the overall impact of price optimization
- Sales Management: Sales leaders can identify adoption issues and coaching opportunities
- Targeted Improvements: The ability to focus on specific areas with the most opportunity
- Accountability: Clear metrics for tracking progress and success
- Communication: Shareable results that demonstrate the value of price optimization
Regular review meetings (typically weekly or monthly) using the dashboard data help ensure continued improvement and address any adoption challenges. The system provides transparency across the organization, making it clear how pricing decisions impact the bottom line.