Pricing & Margin Analyzer

Calculate margins, bundle patterns, and pricing optimization from your HubSpot deal data. Get Breeze AI prompts to build the guardrails.

50s

Margin Analysis

Calculates margin per deal and per product with transparent math that finance teams can verify. Summary tables break down cost, revenue, and margin percentage across your entire product catalog so you can see exactly where margin compression is happening.

Bundle Pattern Detection

Identifies which products consistently sell together, at what discount levels, and how bundle composition affects win rates. Surfaces the natural product groupings in your data so you can formalize bundles and standardize pricing around what already works.

Pricing Variance Audit

Compares discounting behavior across reps to flag inconsistent pricing and set guardrails. Shows which reps are over-discounting, by how much, and on which products, so sales ops can establish discount bands that protect margin without slowing deals.

Product Mix Optimization

Ranks recommendations by expected revenue impact based on your actual deal data. Identifies which product combinations drive the highest deal values, which products are underrepresented in winning deals, and where cross-sell opportunities exist.

Breeze AI Setup Prompts

Generates copy-paste Breeze AI prompts to operationalize findings: create custom properties for margin and discount tracking, build guardrail workflows that alert when deals fall below pricing floors, create monitoring views for pricing variance, and set up coaching tasks for reps who need pricing guidance.

Agent Workflow

Other Agents You Might Like

Outreach Sequence

Most deals need five or more touchpoints to close. This agent builds the whole follow-up sequence for you, with every message written and ready to go.