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Pricing Strategy is an analytics agent that reads your Account and the products in a grid, queries your real transactional data over a chosen reporting period, and generates a pricing-strategy presentation. The output is a shareable narrative - portfolio overview, category roles, pricing pressure, and proposed moves - grounded in your actual data, not a templated demo.

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When to use Pricing Strategy

Reach for Pricing Strategy when you need a stakeholder-facing narrative on top of your portfolio:
  • Quarterly business reviews and board decks.
  • Opening conversations with retailers - explain where the pricing levers are before you propose specific changes.
  • Cross-functional alignment - give Merchandising, Finance, and Leadership a shared picture of how the portfolio is priced today.
  • Pre-sales storytelling - turn raw data into a recognizable strategy frame in minutes.
If you instead want concrete per-SKU prices to apply, use Dynamic Pricing (rule-driven) or Price Optimization (AI-suggested).

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Run Pricing Strategy

In any grid:
  1. Click Agents in the top toolbar.
  2. Switch to the Analytics Agents tab in the All Agents modal.
  3. Select Pricing Strategy.
  4. On the Parameters tab, pick a Reporting period and an Export format (see below).
  5. Click Generate.
The agent runs in the background. Watch progress in the Runs section in the left sidebar; the active-runs badge on the Runs icon will tick up while it’s working. Previously generated decks are listed on the Generated Presentations tab of the same dialog.
Pricing Strategy - Parameters tab with Reporting period and Export format

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Choose a reporting period

The Reporting period sets the window of data the AI strategy analyzes. Pick the one that matches the audience and the question you’re answering: The agent only sees transactions inside the selected window. Pick a window with enough volume to support the analysis - very short windows on small product sets produce thin decks.

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Choose an export format

The Export format controls how the finished presentation is delivered for download (e.g. PDF). Pick the format that suits how you’ll share the deck.

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What the agent reads

Beyond the reporting period and export format, no manual configuration is required. Pricing Strategy automatically pulls:
  • Company name - from your Account. Appears on the deck cover and throughout the narrative. Set it before running if your account is freshly provisioned.
  • Products and attributes - the grid you ran the agent from (categories, prices, costs, custom attributes).
  • Transactional data - real sales over the chosen reporting period, queried directly from the analytics warehouse. No placeholder numbers; if a category has no transactions in the window, it shows as zero rather than a synthesized value.

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Output

When the run completes, a Download button appears on the run progress card, and the deck is also listed on the Generated Presentations tab and in the Runs detail view. The presentation is a complete strategy narrative covering:
  • Portfolio overview (catalog size, revenue, average price, margin band).
  • Category roles (Traffic Drivers, Profit Drivers, Niche, Promo - inferred from price elasticity proxies and contribution). See Product roles.
  • Pricing pressure (where competitor or margin signals suggest the most movement is needed).
  • Proposed strategic moves with expected directional impact.
Re-running Pricing Strategy generates a new presentation rather than overwriting the previous one.

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Common pitfalls

  • Empty window - if there are no transactions in the chosen reporting period, the deck is sparse. Pick a wider window or confirm your transactional data has loaded.
  • Account name unset - the deck cover and narrative will reference a default placeholder. Set the company name on the Account page first.
  • Very small product set - the category-role analysis needs enough SKUs per category to be meaningful. Decks generated against fewer than ~20 products tend to read more like a per-SKU summary than a strategy.