Description

B2B Deal Intelligence & Pricing Excel Tool (Premium V3) – Track Deals, Optimise Pricing & Maximise Profit

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Track your deals, optimise pricing, and focus only on the most profitable opportunities with this powerful Excel-based deal intelligence system.

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Overview

Make smarter decisions on which deals to pursue, how to price them, and how much profit they will actually generate.

The B2B Deal Intelligence & Pricing Excel Tool (Premium V3) is a professionally built Excel system designed to help businesses, freelancers, consultants, and sales teams track deals, analyse profitability, optimise pricing, and forecast revenue with confidence.

Instead of relying on guesswork, this system gives you structured insights into which deals are worth pursuing — and which ones are draining your time and profit.

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The Problem

Most businesses:

• Don’t know which deals are actually profitable
• Underprice services and projects
• Ignore hidden costs and effort
• Struggle to prioritise opportunities
• Lack visibility into pipeline performance

👉 Result: wasted time, lower margins, and lost revenue.

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The Solution

This system gives you a complete deal evaluation and pricing framework inside Excel.

It helps you:

• Track all deals in one place
• Calculate expected revenue automatically
• Analyse margins and profitability
• Optimise pricing with confidence
• Prioritise high-value opportunities
• Forecast future revenue more accurately

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KEY FEATURES

Deal Pipeline Tracker

• Track deal value, stage, and probability
• Monitor active pipeline in real time
• Calculate expected revenue automatically

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Smart Pricing Engine

• Input cost, effort, and target margins
• Generate:
  • Minimum price
  • Recommended price
  • Stretch price

👉 Avoid underpricing your work.

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Profitability Analysis

• Profit per deal
• Profit per hour
• Margin tracking
• Hidden cost visibility

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Deal Scoring System

Automatically scores deals based on:

• Value
• Effort
• Probability
• Risk

👉 Focus on the opportunities that matter most.

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Smart Decision Engine

Deals are automatically categorised into:

• ✔ Pursue → strong opportunity
• ⚠ Reprice → underpriced deal
• ❗ Caution → high effort / low return
• 🔍 Review → unclear or risky opportunity

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Lost Deal Insights

Track:

• Why deals are lost
• Pricing weaknesses
• Pipeline inefficiencies

👉 Improve future strategy and close rates.

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Revenue Forecasting

• Forecast expected revenue
• Separate active pipeline vs won/lost deals
• Plan ahead with confidence

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Dashboard & KPI Tracking

Includes:

• Total pipeline value
• Expected revenue
• Average deal size
• Profitability insights
• Active deal overview
• Forecast charts and KPIs

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HOW IT WORKS

Step 1: Add Your Deals

Enter:

• Deal name
• Value
• Probability
• Costs
• Estimated effort

Step 2: Review Pricing

The pricing engine automatically calculates:

• Minimum viable pricing
• Recommended pricing
• Stretch pricing opportunities

Step 3: Analyse Profitability

Review:

• Margins
• Profit per hour
• Overall profitability

Step 4: Prioritise Opportunities

The system scores each deal and recommends actions such as:

• Pursue
• Reprice
• Caution
• Review

Step 5: Monitor Forecasts & Dashboard

Use the dashboard to:

• Track pipeline performance
• Forecast revenue
• Focus on high-profit deals

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WHY THIS WORKS

Most businesses rely on intuition when evaluating deals.

This system replaces guesswork with:

• Structured analysis
• Real profitability insights
• Pricing intelligence
• Smart prioritisation

👉 Helping you make better business decisions with confidence.

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WHO IT’S FOR

• B2B sales teams
• Consultants
• Freelancers
• Agencies
• Service businesses
• Business owners managing pipelines

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WHAT YOU GET

• Premium Excel workbook (fully built)
• Deal pipeline tracker
• Pricing engine
• Profitability analysis
• Smart decision system
• Forecasting module
• Dashboard and KPI reporting
• Sample data included
• README and usage guide

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REQUIREMENTS

• Microsoft Excel (desktop recommended)
• Basic Excel knowledge

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LICENSE & USAGE

This product is licensed for personal or internal business use only.

Resale, redistribution, or sharing of this file (in part or full) is strictly prohibited.

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Stop chasing every deal. Focus on the ones that actually make you money!