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B2B Sales and Pricing Dashboard Example
Many middle-market companies are struggling to do action-oriented Commercial Analytics on a real-time basis. Understanding Sales, Pricing, and Margin performance vs. corporate objectives and strategies, along with proactively identifying and quantifying quick wins for improvement, is often a multi-day reactive, knee-jerk exercise. Pricing, Finance, and Commercial leaders are reticent to invest $MMs in turnkey price analytics solutions given high costs and long lead times – not to mention lack of flexibility and adoption issues that often yield a suboptimal return on investment.
Fortunately, you can do most of the above quickly, effectively (and cheaply!) using popular self-serve BI solutions like Tableau or Power BI, open-source tools like R/Python (or a combination of BI + open source to incorporate predictive and prescriptive analytics).
Check out this example B2B Pricing Dashboard we built (in under 4 hours) on Tableau Public (B2B pricing bid data courtesy of Tableau).
See how your pricing compares
Our 2025 report looks at how more than 150 business leaders handle pricing and promotions. See what the best companies do differently, and where most fall short.
Once you align with your stakeholders, a) on the business outcomes you want to drive, b) sketch out the analyses/visuals/insights you want users to engage with, and c) determine the suitable data sources and metrics to use, the rest is a piece of cake. I’ll be sure to post more examples shortly – in the meantime, feel free to play with it, download it, or add your suggestions.
Frequently asked questions about margin performance
What is self-serve analytics for sales and margin performance?
It means using self-serve BI tools such as Tableau or Power BI, open-source tools such as R or Python, or both, to understand sales, pricing, and margin performance against corporate objectives and strategies. Done well, it lets pricing, finance, and commercial teams proactively identify and quantify quick wins for improvement on a real-time basis.
Why do middle-market companies struggle to analyze margin performance?
Many lack the ability to run action-oriented commercial analytics in real time. Understanding sales, pricing, and margin performance against corporate objectives and strategies, and proactively finding and quantifying quick wins for improvement, often becomes a multi-day, reactive, knee-jerk exercise.
How do you build a B2B pricing dashboard?
First align with stakeholders on the business outcomes you want to drive. Then sketch the analyses, visuals, and insights you want users to engage with, and choose the right data sources and metrics. After that, the build is straightforward: Revology’s example B2B pricing dashboard took under four hours to build on Tableau Public, using B2B pricing bid data provided by Tableau.
Is self-serve BI an alternative to turnkey price analytics software?
Often, yes. Pricing, finance, and commercial leaders are wary of spending millions on turnkey price analytics solutions because of high costs, long lead times, limited flexibility, and adoption issues that often yield a poor return on investment. Self-serve BI and open-source tools can deliver most of the same insight quickly, effectively, and cheaply, and combining them adds predictive and prescriptive analytics.
Related Reading
- Optimizing Profit Margins for Auto Service, Repair & Tire Retailers: Tactics for Smart Pricing and Revenue Growth Management
- RA Quick Insights: Break-Even Price Elasticities – a Simple, but Powerful Sanity Check
For broader industry perspective on pricing analytics and revenue growth management, see McKinsey’s Growth, Marketing & Sales insights.
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