CRM & Sales · Module
Pricing & Revenue Management
Price lists, rules, promotions and margin guardrails across quotes, store and POS
Pricing & Revenue Management sets, governs and tests prices across CPQ quotes, Online Store and POS from one place. Every published price change is a versioned, approved proposal with an impact preview.
One place for prices
Planned for Year 3 (Wave 4), this module manages prices for every sales channel, CPQ quotes, Online Store and POS, from one place.
Lists, rules and promotions
Price lists are set by channel, customer segment, region and currency, with effective dating and inheritance from a base list with adjustments. Price rules combine conditions (segment, quantity, channel, date, customer attribute) with formulas such as cost-plus, list minus a percentage and psychological price endings, with priority and stacking. Promotions and schemes cover time-bound offers, bundles, volume schemes and the distributor and retailer schemes common in Indian distribution, with eligibility, caps and coupon codes. Customer-specific contract prices carry validity and contract links. Bulk updates by percentage or file run with a dry run, impact preview and effective date.
Guardrails and approval
Floor prices and minimum margins per item, category and channel either block a breach or route it to approval. Every change to a published price is a versioned proposal with an impact preview showing affected items, open quotes, active carts and estimated margin effect. Publishing to CPQ price books, the Online Store and POS shows sync status and can roll back to the previous version. Full history records who changed what, why, who approved and which channels were affected.
Regulated prices
MRP and declared price constraints for packaged goods and regulated price caps are planned as validations (Legal Metrology to verify). Counsel review is required before GA because of competition rules on channel pricing.
Evidence-based pricing (Wave 5)
Price realisation and leakage analytics compare list and net price by rep, customer and product. Elasticity estimates appear only above data-quality and volume thresholds. Price tests run through Experimentation with holdouts, stop rules and fairness review. Price recommendations are always proposals.
Features
What Pricing & Revenue Management includes
Price lists
By channel, segment, region and currency with effective dates and inheritance. W4.
Price rules
Conditions and formulas including cost-plus and rounding, with priority and stacking. W4.
Promotions and schemes
Time-bound, bundle, volume and distributor or retailer schemes with caps and coupons. W4.
Margin guardrails
Floor prices and minimum margins that block or route to approval. W4.
Price change approval
Versioned proposals with impact on items, open quotes, carts and margin. W4.
Publish to channels
To CPQ, Online Store and POS with sync status and rollback. W4.
Price history and audit
Who, why, approval and channels affected per change. W4.
Contract prices and bulk updates
Customer-specific prices; percentage or file updates with dry run. W4.
Realisation and leakage analytics
List versus net price by rep, customer and product. W5.
Elasticity and price tests
Estimates with confidence intervals; controlled tests with holdouts and fairness review. W5.
MRP and regulated prices
Validation for packaged goods and regulated caps (verify). W5.
Price recommendations
Evidence-based proposals with margin impact, never auto-applied. W5.
Workflow
Publish a festive promotion
- 1
Pricing manager creates a time-bound scheme with caps.
- 2
Impact preview shows affected items, open quotes and margin.
- 3
Margin guardrails flag two items below floor.
- 4
The change is approved.
- 5
Prices publish to quotes, store and POS with rollback ready.
AI
AI skills and Digital Employees
Price change recommendations
Evidence and margin impact; proposals only.
Elasticity estimates
Shown only above data thresholds, with confidence intervals.
Promotion impact estimate
Uses holdouts where available.
Price test design assistant
Segments, holdout, stop rules and fairness checklist.
Digital Employees that use this module
- AI Merchandising & Pricing Analyst (Retail)
They act through the same governed Actions as people; risky steps wait for approval.
Frequently asked questions
Can AI change my prices?
No. Price recommendations are always proposals. Every published change needs approval with an impact preview.
Does it work for distributor schemes?
Yes. Volume schemes and distributor or retailer schemes common in Indian distribution are planned, with eligibility and caps.
When is it planned?
Year 3 (Wave 4), with analytics, elasticity and price tests in Wave 5.
See Pricing & Revenue Management in your workflow
Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.