Margin analysis

Spot which products or services drain profit and fix pricing gaps before they quietly erode your bottom line.

How to run this workflow

Gather revenue and cost data

Claude pulls per-product or per-service revenue and the direct costs (materials, labor, fees) for the last 90 days.

Calculate gross margin per item

Claude computes the gross margin % for each product or service and ranks them from most to least profitable.

Flag the margin drainers

Claude highlights any item below your target margin and shows whether the issue is price, cost, or volume.

Identify the quiet winners

Claude surfaces high-margin items that may be under-promoted so you can lean into what already works.

Model pricing or cost fixes

For each drainer Claude models the impact of a price bump, a cost renegotiation, or a bundle so you can choose the least disruptive fix.

Set a re-review cadence

Claude schedules a margin re-check every 30 days and tracks whether your fixes actually moved the number.

Do not kill a low-margin item until you check if it drives traffic to higher-margin ones: bundles matter.
Renegotiate your top three cost inputs every quarter: small wins compound across hundreds of units.
Track margin per channel too: the same product can be profitable on one platform and a loss on another.
Share the margin report with whoever sets prices so decisions are data-driven, not gut-driven.