Margin Analyzer Agent

Claude for Small Business — Finance

Margin Analyzer Agent

Upload a CSV or Excel file with your product or sales data and get the true unit economics of every line you sell — plus three concrete pricing scenarios with their estimated financial impact. Find out which products actually make you money.

What the Agent Produces

Five structured sections that turn raw sales data into pricing decisions.

Margin Overview Your blended margin picture and what the data does and does not show.
Product-by-Product Breakdown A table with cost, price, units, gross margin %, and gross profit per line.
Top & Bottom Performers Your most and least profitable products — by margin and by total contribution.
Pricing Scenarios Three concrete scenarios — each with the estimated revenue and margin impact.
Recommendations Where to raise prices, bundle, or cut, with a careful test-first approach.

Margin Analyzer

Upload your product or sales data (CSV or Excel) and get unit economics by product plus three pricing scenarios with their financial impact.

Pricing analysis is based on the data provided. Test changes carefully before rolling them out.

How It Works

Export your product or sales data — product name, cost, price, and units sold — to a CSV or Excel file and upload it. No integration or login required. The agent computes the gross margin of each line, ranks your best and worst performers, and proposes three pricing scenarios with the financial impact of each.

Add a note about any cost pressures — rising supplier prices, higher shipping — and the agent will factor them into its recommendations. Output is available in English, Spanish, and French.

Important: This pricing analysis is based on the data provided. Test changes carefully — on a subset of products or customers — before rolling them out across your business.

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