Pricing Intelligence Platform

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Portfolio / All Companies
Pipeline by Company
Open pipeline value by deal stage per company
Win Rate Comparison
Win rate ranking across portfolio companies
ACV Distribution
Deal size spread per company (won deals)
Revenue Over Time
Cumulative closed-won ACV by month per company
Company Comparison
Click any row to view that company's full workspace
Industry Heatmap
Win rate by company and industry
Discount Comparison
Average discount by company
Portfolio Health
Risk flags, pricing anomalies, and alerts across all portfolio companies
Win Rate by Industry (Top 15)
Closed Won vs Total Opportunities
Average ACV by Company Size Tier
Won vs Lost deals
Monthly Deal Volume
Won & Lost opportunities over time
Revenue Tier Distribution
Opportunity count by prospect revenue band
Revenue Concentration (Lorenz Curve)
How evenly revenue is distributed across won customers
Gini: --
Revenue by Segment
Cumulative revenue share per customer profile segment
Industry Pricing Heatmap
Win rates and average deal sizes across industries — red indicates potential overpricing, green indicates strong positioning
ACV vs Employee Count
Deal value relative to company headcount
ACV vs Company Revenue
Deal value relative to prospect annual revenue
ACV as % of Company Revenue
How your pricing scales relative to prospect size — higher % may indicate overpricing for smaller companies
Win Rate by ACV Band
How win rate changes as deal size increases
Win Rate by Employee Band
Win rate segmented by prospect company size
Win Rate by Industry & Size Segment
Identifies where pricing works (green) vs where you lose deals (red)
Win/Loss Price Sensitivity Curves
Win/loss price range analysis — optimal pricing zone derived from deal outcome data
Recommended Pricing Bands
Based on historical win/loss patterns — the green zone shows the ACV sweet spot where win rates are highest for each segment
Pricing Risk Matrix
Segments flagged as potentially overpriced or underpriced based on win rate deviation from average
Competitive Pricing Corridor
Box-and-whisker distribution per segment with rate card base price overlay. Green = aligned, Yellow = edge, Red = outside market.
Pricing Anomaly Report
Industries and segments where your pricing appears too high (losing deals) or too low (leaving money on the table)
Overpriced Industries
Industries where your win rate is significantly below average — pricing may be too aggressive
Underpriced Industries
Industries where you win at a high rate but your ACV is well below what losing competitors quote — room to increase
Win Rate vs Average ACV by Industry
Bubble size = deal volume. Red = below average win rate. Green = above.
Lost Revenue by Industry
Estimated revenue lost to overpricing — based on deals lost in each industry
Detailed Industry Pricing Analysis
Full breakdown of every industry with actionable pricing recommendations
0/5
Setup
0 / 5
Setup Checklist
Your Company Profile
Add your company details and industry
Go to Settings
Standard Rate Card
Set up pricing model, segments and rates
Go to Rate Card
Connect CRM
Import deals from your CRM or upload a CSV
Go to Settings
Connect Call Transcripts
Link Jiminny to import call recordings
Go to Settings
Upload Contracts
Add contract data for renewal insights
Go to Contracts
0 of 5 complete
You're all set!
Your workspace is now ready. Start exploring your dashboard to see your pricing and conversation data in action!

ICP Insights

Identify your most profitable segments and focus your team where you have the highest probability of winning.

Industry Win Rates
Win rate performance across verticals — top performer highlighted
Company Size Analysis
Win rate, average deal size, and deal volume by employee count
Sweet Spot Matrix
Company Size × Win Rate — bubble size = deal count
Cross-Segment Matrix
Win rate for segment combinations. Green = high, red = low.

Price Sensitivity & Deal Loss Analysis

Model how price increases affect deal win rates and projected recurring revenue. Based on proposal-stage outcomes (won/lost), not post-sale customer churn.

Deal Loss Risk Matrix
Estimated deal loss probability by absolute and percentage price increase (not post-sale churn)
Monte Carlo MRR Simulation
Probability distribution of future MRR under a proposed price increase


Price Increase Impact Model
How total MRR changes at different price increase levels

Proprietary Intelligence Dashboard PDL

Anonymized aggregate benchmarks, elasticity models, and market signals from across the DynamicPrice network.

Competitor Pricing Insights

Pricing signals extracted automatically from call recordings. Review and accept insights to build competitive intelligence.

Prospect Insights 0
Price Reveals & Reactions 0
Status Source Competitor Price Heard Account Rep Date Confidence Actions

Competitive Pricing Report

Generated from accepted insights only. Shows pricing benchmarks by competitor and product tier.

Competitor Product / Tier Avg Price Range vs Our Price Insights Confidence Last Updated

Pricing Sentiment

Per-call sentiment classification ranked negative → neutral → positive. AI-derived from full transcripts where available, heuristic fallback otherwise.
Sentiment Confidence Rationale / Key Moment Signals Account Rep Call Date Source Actions
Rate Card Generator
Saved Cards & Quotes

Dynamic Rate Card

Enter a company to generate an adjusted rate card with dynamic pricing applied to every line.

We'll use this to look up company details and calculate pricing factors
Start a new rate card?
Your current rate card for this company hasn't been saved yet. Starting fresh will discard all progress.

Your Rate Cards· 0 cards

Name Created Last updated Blocks Currency Actions
Showing 0 of 0 rate cards Sorted by Last updated (newest first)
Rate Card
Name your rate card and choose your currency.
Rate Card Name
Currency
Import Rate Card
Upload a PDF, Excel, or CSV file — AI will extract your pricing and pre-fill the fields below.
Drop your rate card here
PDF, Excel (.xlsx), or CSV — or click to browse
Pricing Model
Build your rate card using drag-and-drop pricing blocks below.
Upload Contracts
Import contract data from CSV or JSON files
Upload contract data
CSV with contract pricing details (customer, ACV, employees, dates)
Supports CSV, JSON
Contract Data Sources
Sync contracts from your connected CRM
Salesforce Contracts
Sync contract objects from your Salesforce org
Contract Ledger
All uploaded contracts. Click to edit or remove.

Pricing Rules

Tailor pricing for specific prospects — route them to a different rate card, cap discounts, or require approval on certain deals.

Rules 0
Automations
Outcome Simulator
Data Quality
Auto-calculate factors when enough won deals exist.
Require won deals in last

Industries

Countries

Simulated Prospect

Outcome

Rate card · adjustments · special rules
Click Run Simulation to see which rate card this prospect gets, what adjustments apply, and which special rules fire.

Inflation Controls

Schedule automatic price increases at the rate-card level: how much, how it's distributed across deal sizes, when it lands, and (optionally) different rules per country.

Phase 1. Configure the inflation policy here and use the live preview to tune it. Quotes are not yet inflated automatically — the pipeline integration ships in Phase 2.

New Rule

Rules modify rate-card behaviour for prospects matching the conditions below.
Name
Describe in Plain English AI
AI converts to structured conditions + actions. You review before saving.
When (Conditions)
Then (Actions)
Priority is set by drag-and-drop on the Rules list. Drag a rule higher to give it precedence when multiple rules target the same output. New rules land at the bottom.

Inbound Price Requests

Forms on your website collect prospect details. We auto-build a tailored rate card and either email it or reveal it on the page after corporate-email verification.

Phase 1. Forms management + leads inbox + configuration UI. The public ingest endpoint, PDL enrichment, and customer-domain email sending ship in Phase 2.
Company Profile
Tell us about your business so we can tailor pricing insights to your market
Basic Information
Enter your website and click Generate Profile to auto-fill your company description, industry, and buyer personas.
Auto-detected when you generate your profile
A description of your company will be generated from your website
Your business model will be detected from your website when you generate your profile. You can override the selection.
SaaS / Subscription
Usage-Based / Pay-as-you-go
Perpetual Licence
Freemium
Marketplace / Platform
Professional Services
Managed Services
Hardware + Software
Advertising / Media
Transactional / Per-Unit
Franchise / Licensing
E-Commerce / DTC
AI-recommended based on your website. Click any model to change.
The primary buyer department will be detected from your website when you generate your profile. You can override the selection.
Sales
Marketing
Finance
Revenue Operations
Engineering
Product
IT / Technology
Operations
Human Resources
Legal / Compliance
Procurement
Customer Success
C-Suite / Executive
Data / Analytics
Security
Supply Chain / Logistics
AI-recommended based on your website. Click any department to change.
Social Media Accounts
in
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Upload your deal data
Drag and drop a file here, or click to browse
Supports CSV, XML, JSON, XLSX
CRM Integrations
Salesforce
Sync opportunities and accounts from your Salesforce org
Connected
HubSpot
Import deals and companies from your HubSpot CRM
Connected
Connected Sources
No data sources connected yet
Upload a file or connect a CRM to get started
Clear CRM Data

Remove all CRM & opportunity data

Deletes all uploaded deal data and disconnects CRM sources. Your rate card, contracts, company profile, and conversation data will be kept.

Include Conversations in Data
When enabled, call transcripts and sentiment analysis feed into your dashboard and pricing insights.

Conversation Intelligence

Connect your call recording platform to import transcripts, analyse buyer sentiment, and enrich your pricing data with conversation insights.

Jiminny
Sync call transcripts and recordings from Jiminny
Connected
Manual Upload

Paste or upload call transcripts directly if you don't use Jiminny.

Coming Soon
Gong
Revenue intelligence and call analytics
Coming Soon
Chorus
Conversation intelligence by ZoomInfo
Coming Soon
Intent Signals
Identify in-market accounts and adjust pricing based on real-time buying signals from third-party intent data and your own marketing engagement.
Add a source
Recent intent signals
Data Quality Rule

A pricing factor will only be calculated automatically if your deal data meets this criteria. You can override individual dimensions below.

Require at least won deals within the last
Industry & Country Factors

Each adjustment is calculated from your deal data. Click "Set manual" to override with your own value.

Industries
Countries
AI Configuration
AI features are centrally managed
All AI-powered features (column mapping, enrichment, sentiment analysis, rate card extraction) are handled securely through our servers. No API key setup required.
Setup Guides
Setup Walkthroughs
Show guided step-by-step overlays when you visit setup pages
Reset All Walkthroughs
Mark all walkthroughs as unseen so they show again
Feature Toggles
Portfolio Mode
Show Portfolio Dashboard, Company Comparison, and Portfolio Health sections. Page will reload on change.
Danger Zone

Reset Account to Factory Settings

Permanently delete all your data including CRM opportunities, rate cards, contracts, conversation data, saved quotes, and company profile. This cannot be undone.

Plans & Pricing
Usage & Limits
Billing History
Usage Trend (Last 30 Days)

Payment Method

💳
Visa ending in
4242
Next billing: March 13, 2026

Recent Invoices

Users
Invite Users
Audit Log
Usage Stats
Reports
Appearance
Name Email Role Portfolio Access Plan Status Last Active Actions

Invite New Users

Enter a single email or paste multiple emails separated by line breaks

Pending Invitations

Email Role Invited Expires Actions
Timestamp User Action Details IP Address

Organization Usage

Top Users by Activity

User Uploads API Calls Quotes Last Active

Report Visibility

Control which reports appear under Analytics & Reporting in the sidebar. Changes apply to everyone in your organisation and save automatically.

Portfolio Permissions
Portfolio View Access
Allow this user to see the Portfolio section
Share quote with prospect
New share link
Your recent shares
Connect Jiminny
Sync your call transcripts and recordings from Jiminny to analyze buyer sentiment
Get your API token from Jiminny admin settings → API Keys. Learn more at docs.jiminny.com
Select the region where your Jiminny organization is hosted
Activities from this date onwards
Activities up to this date
Pro Tip: For best results, sync activities from the last 90 days. Selecting "all data" may take longer for large accounts.
Confirm Column Mapping
AI has mapped your columns. Review and adjust if needed.
Data Enrichment Available
Missing data will be filled from the Dynamic Price database first, then AI for any remaining gaps
1
Dynamic Price Database
Waiting
Checking our proprietary database for known company data...
2
AI Enrichment
Waiting
AI will fill remaining gaps for companies not found in our database.
Review Enriched Data
Review the AI-generated enrichments before accepting

Clear CRM Data

This will delete all your CRM and opportunity data. The following will be permanently removed:

  • All uploaded deal/opportunity data
  • Connected CRM source configurations

The following will be kept: rate card, contracts, company profile, conversation data, saved quotes.

Type CLEAR to confirm:

Reset Account

This will permanently delete all of your data:

  • CRM opportunities & data sources
  • Rate card configuration & saved rate cards
  • Contracts & bounds configuration
  • Conversation intelligence & sentiment data
  • Saved quotes & company profile

Type RESET to confirm:

1 unsaved change