Pricing & Profit Toolkit

Build prices that recover true cost, protect margin and support confident commercial decisions.

An editable Excel pricing workbook with calculators and a dashboard, plus a governance policy, price-increase templates, a monthly review pack, a completed worked example and print-ready PDFs.

Know what your price must recover

Build a current cost base, calculate hourly sell rates from your real productive hours, set target and minimum margins, and price services, projects and products.

Protect margin before pressure arrives

Discount approvals with set authority levels, exception records, risk allowances and below-minimum flags give you a controlled response to customer negotiation instead of ad-hoc decisions.

Use actual performance to improve the model

Customer profitability, job margin review, five built-in assumption checks and a pricing dashboard help you learn from quoted and actual results.

What is included

• 13-sheet Excel pricing workbook and dashboard, blank (50 services, 50 products and 100 rows each for projects, discounts, price increases, customers and jobs)
• The same workbook completed for a fictional WA electrical contractor
• Start Here Guide
• Method and Implementation Guide (pricing fundamentals and a 30-day rollout plan)
• Worked Example Walkthrough
• Templates and Forms Pack: pricing governance policy, pricing review agenda and decision pack, price-increase business case, customer letter, call guide and post-implementation review
• Print-ready PDFs of every guide and both workbooks

File formats: Microsoft Excel, Microsoft Word and PDF.

Licence: One business. See terms.

This toolkit is a general business-management resource and does not constitute accounting, tax, legal, financial-product or industry-specific compliance advice. Results depend on input accuracy, commercial judgement and implementation.