> ## Documentation Index
> Fetch the complete documentation index at: https://docs.retailgrid.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Pricing Strategy
> Generate an AI-powered pricing strategy presentation directly from your retail data, ready to share with stakeholders.
**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.
## 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 recognisable strategy frame in minutes.
If you instead want concrete per-SKU prices to apply, use [Dynamic Pricing](/agents/dynamic-pricing) (rule-driven) or [Price Optimization](/agents/price-optimization) (AI-suggested).
## 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](/runs/overview) 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.
## Choose a reporting period
The **Reporting period** sets the window of data the AI strategy analyses. Pick the one that matches the audience and the question you're answering:
| Reporting period | Good for |
| :---------------- | :--------------------------------------------------------------------------------- |
| **Yesterday** | Reacting to a same-day promo or competitor move. |
| **Last 7 Days** | Reacting to a recent promo or competitor move. |
| **Last 30 Days** | Monthly category review. |
| **Last 90 Days** | Quarter-in-progress check, supplier conversations. |
| **Last 180 Days** | Half-year trend view. |
| **Last Year** | Full-year executive reviews. |
| **Last 5 Years** | Long-run structural analysis. |
| **All Time** | Everything on record. |
| **Custom range** | Pick exact start and end dates - useful for promo windows or pre/post comparisons. |
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.
## 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.
## 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](/settings/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.
## 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](/runs/overview) detail view. The presentation is a complete strategy narrative covering:
* Portfolio overview (catalog size, revenue, average price, margin band).
* Category roles (Traffic Builders, Profit Drivers, Niche, Promo - inferred from price elasticity proxies and contribution).
* 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.
## 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](/settings/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.
## Related
* [Agents overview](/agents/overview)
* [Runs](/runs/overview)
* [Account](/settings/account)
* [Dynamic Pricing](/agents/dynamic-pricing)
* [Price Optimization](/agents/price-optimization)