PRICING MODEL

Advanced Excel-Based Pricing Calculator for Logistics Operations

⚠️

Portfolio Disclaimer

This project showcase contains fictional data, metrics, and business scenarios created for portfolio demonstration purposes. While the technical implementation and methodologies are real, specific numbers, company details, and outcomes may not reflect actual business results.

50+

Pricing Variables

Calculation Sheets

95%

Pricing Accuracy

Purpose

A comprehensive Excel-based pricing model designed to calculate accurate logistics pricing across multiple service types, weight breaks, and delivery zones. This sophisticated tool enables sales teams to generate competitive quotes while maintaining profitability through dynamic cost calculations.

This project demonstrates advanced Excel modeling, complex formula development, and business process automation to transform manual pricing processes into a streamlined, accurate, and user-friendly system.

This pricing model supports multiple account types, fuel surcharge calculations, weight-based pricing tiers, and automated quote generation with built-in validation and error checking.

Dynamic fuel surcharge calculations based on current rates

Multi-tier weight break pricing with automatic optimization

Automated quote generation with customer-specific parameters

Built-in validation and error checking for data integrity

Model Components

Excel VBA

Instructions & Assumptions

Pricing Model Instructions and Assumptions

The instructions sheet provides comprehensive guidance for users to navigate the pricing model effectively. Key components include:

Step-by-step instructions for customer data input and calculations
Clear assumptions about cost structures, fuel surcharges, and delivery parameters
Detailed explanations of onforwarding processes and cost allocations
Guidelines for handling different service types and weight categories
Error handling procedures and data validation requirements
Output review process and quote generation workflow

User Guidelines

Cost Assumptions

Process Documentation

Error Handling

Customer Data Input

The customer data sheet serves as the primary input interface for generating customized pricing quotes. Features include:

Branch model selection with automated parameter loading
Customer-specific information fields with validation
Dynamic date range selection for pricing calculations
Revenue and volume input fields with real-time formula updates
Integrated comparison tools for analyzing different pricing scenarios
Comprehensive data table with detailed consignment information

Data Input Interface

Customer Parameters

Real-time Calculations

Scenario Analysis

Pricing Output Dashboard

The output dashboard presents comprehensive pricing calculations with detailed breakdowns and analysis tools. Key features include:

Multi-tier pricing structure with weight break optimization
Fuel surcharge calculations with historical trend analysis
Account type-specific pricing with approval workflows
Revenue and cost analysis with profitability indicators
Automated quote generation with customizable formatting
Comprehensive freight profile analysis with lane-specific pricing

Pricing Dashboard

Weight Optimization

Fuel Calculations

Quote Generation

Customer Quote Output

The customer quote sheet provides the final formatted pricing output ready for customer presentation. Features include:

Professional quote format with comprehensive lane coverage
Multiple service levels (Parcel Basic, Minimum, Satchel, Bulk options)
Weight break pricing across different tiers (0.01-500, 501-1500, 1501-99999)
Consistent pricing structure across all Melbourne routes
Export functionality for customer distribution and record keeping
Built-in validation to ensure customer requirements are met

Professional Quotes

Multi-Service Levels

Weight Breaks

Export Ready

Technical Implementation

Data Architecture

•
Multi-Sheet Structure: Organized workbook with separate sheets for instructions, customer data, calculations, and output formatting
•
Data Validation: Comprehensive input validation with dropdown lists, range checks, and error handling mechanisms
•
Reference Tables: Centralized lookup tables for fuel rates, weight breaks, and service type parameters
•
Dynamic Linking: Cross-sheet references with automatic updates when base parameters change

Excel Implementation

Advanced Excel formulas and VBA were developed for pricing calculations:

// Calculate pricing tiers
=IF(Weight<=5, BaseRate*1.0,
   IF(Weight<=10, BaseRate*0.95,
      IF(Weight<=25, BaseRate*0.90,
         BaseRate*0.85)))

// Fuel surcharge calculation
=FuelRate * Distance * FuelMultiplier

Visualization Techniques

•
Custom Color Palette: Designed a consistent color scheme with red highlights for key sections and professional formatting
•
Conditional Formatting: Applied to tables and charts to highlight values exceeding thresholds or requiring attention
•
Dynamic Charts: Real-time updating charts that respond to input changes
•
User Interface Design: Clean, intuitive layout with clear navigation and input validation

User Experience Design

•
Sales Team Collaboration: Conducted workshops with sales representatives to understand pricing workflow requirements
•
Iterative Design: Multiple prototype versions tested with users before finalizing the model structure
•
Error Prevention: Built-in validation to prevent common input errors and guide users through the process
•
Training Support: Comprehensive documentation and step-by-step guides for new users

Technical Challenges & Solutions

Challenges

•Complex pricing rules with multiple variables and dependencies
•Real-time calculation performance with large datasets
•User-friendly interface while maintaining calculation accuracy
•Version control and updates across multiple user copies

Solutions

•
Implemented modular formula structure with clear documentation
•
Optimized calculation chains and used efficient lookup functions
•
Created intuitive input forms with built-in validation and help text
•
Established centralized template with automated update mechanisms

Business Value & Revenue Generation

This pricing model transformed how the business approaches quote generation, providing accurate, consistent pricing while enabling competitive positioning and improved profitability across all service offerings.

Pricing Accuracy

95%

Improvement in pricing accuracy through systematic calculation methods and validation checks, reducing quote errors and customer disputes.

Efficiency Gains

75%

Reduction in quote generation time, allowing sales teams to respond faster to customer inquiries and increase conversion rates.

User Adoption

100%

Complete adoption across the sales team with positive feedback on ease of use and calculation reliability.

Immediate Business Impact

✓Standardized pricing methodology across all sales representatives
✓Reduced quote preparation time from 2 hours to 30 minutes
✓Eliminated pricing errors that previously led to margin loss
✓Enabled competitive analysis and strategic pricing decisions

Long-term Strategic Value

→Created foundation for dynamic pricing strategies and market responsiveness
→Enhanced sales team confidence and customer trust through consistent pricing
→Established reusable template for new service offerings and market expansion
→Improved profitability through optimized pricing structures and cost analysis

Interested in Pricing Solutions?

This project demonstrates my ability to create sophisticated business tools that streamline operations, improve accuracy, and drive revenue growth through better pricing strategies.