What data does the Pricing & Margin Report use?

Only the scopes it needs: finance, shopify. Nothing else from your account is sent to the model, which keeps the analysis focused and the cost predictable.

What questions can the Pricing & Margin Report answer?

For example: Should I raise prices by 10%? Are discounts eating my margin? Which product has the weakest margin? You can add your own question before running the report.

Can I export the Pricing & Margin Report?

Yes. Every generated report is stored in your report history and can be downloaded as a formatted PDF.

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Pricing & Margin Report

Q: How many tokens does the Pricing & Margin Report cost?

The Pricing & Margin Report costs 60 tokens from your single Cost Pulse AI wallet. One wallet covers everything: a financial entry costs 1 token, a diary note, plan or schedule item 2 tokens, an AI chat message 3 tokens per ~600 characters of answer, a focused AI report 60 tokens and the full CEO Report 100 tokens. Free accounts get a one-time 100 tokens; paid plans refill every billing cycle.

60 tokens

Prices, margins, discounting

Are your prices right? Margin per order, discount leakage and where a price change pays off fastest.

How to run it

Log your entries or connect Shopify and QuickBooks so the numbers are real.
Open AI Reports and pick the Pricing & Margin Report card — the 60-token price is shown before you run it.
Choose a period (7 / 30 / 90 / 365 days or all time) and optionally type your own question.
Generate, review the KPIs and recommendations, then download the PDF.

Questions it answers

— Should I raise prices by 10%?
— Are discounts eating my margin?
— Which product has the weakest margin?

Token pricing

One wallet covers everything: a financial entry costs 1 token, a diary note, plan or schedule item 2 tokens, an AI chat message 3 tokens per ~600 characters of answer, a focused AI report 60 tokens and the full CEO Report 100 tokens. Free accounts get a one-time 100 tokens; paid plans refill every billing cycle.

FAQ

Start free Read the guide

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