Margin leaks one small discount at a time
Few wholesalers lose margin in a single bad decision. It goes a little at a time - an extra few percent discount to win an order, an off-list price that's never reviewed, a rebate that's bigger than the volume justifies. Each one is small and reasonable on its own, but across thousands of transactions they add up to real money, and because no single discount looks alarming, the total rarely gets questioned.
Pricing reporting makes the pattern visible: the difference between list price and what you actually realise, where discounting is heaviest, and whether similar customers are being treated consistently. That's the starting point for recovering margin without losing customers.
What belongs on a pricing dashboard
- Price realisation - list price versus actual selling price, by product and customer
- Discount depth and spread - how much discount is given, to whom, and by which rep
- Off-list and exception pricing - deals struck outside the standard price list
- Rebates in and out - supplier rebates earned and customer rebates paid
- Pricing consistency - similar customers compared, to spot outliers
- Margin impact - what the discounting is costing in real dollars
How SolveBI builds it on Power BI and Microsoft Fabric
We bring your pricing, discount, sales and rebate data together in Microsoft Fabric and deliver a Power BI dashboard that shows realised pricing across the business. Leadership can see where discounting is heaviest and least consistent; sales managers can see their reps' pricing; finance can see the margin impact and the rebate position. It's one shared, current view - so pricing decisions are based on what's actually happening, not on what the price list says.
Price list vs a pricing dashboard
Static price list vs unified pricing dashboard
| Aspect | Price list + spreadsheets | SolveBI Power BI dashboard |
|---|---|---|
| What it shows | What you intend to charge | What you actually realise |
| Discount leakage | Hidden across transactions | Totalled and broken down by customer and rep |
| Consistency | Hard to check | Similar customers compared automatically |
| Rebates | Tracked separately | In and out, alongside pricing |
| Margin impact | Estimated | Quantified in dollars |
Common mistakes in pricing reporting
- Trusting the price list. It shows intent, not what you actually realise after discounts.
- Looking at discounts one deal at a time. The leak only shows up when you total them.
- Ignoring consistency. Wildly different deals for similar customers create both lost margin and awkward conversations.
- Treating rebates as an afterthought. Rebates in and out can swing account profitability significantly.
Recover the margin that's quietly leaking through discounts and rebates.
Book a free 30-minute consultation with a SolveBI consultant. We'll show you how a Power BI and Microsoft Fabric pricing dashboard brings your realised pricing and rebate leakage into the open.
