🔒 Complete all 5 setup stages to unlock this feature
Select AllClear
U
User
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
Connect Salesforce
Connecting to Salesforce...
Connected! In production, this would pull live data from your CRM. For now, loading demo data with your CRM branding.
Connect HubSpot
Connecting to HubSpot...
Connected! In production, this would pull live data from your CRM. For now, loading demo data with your CRM branding.
No Rate Card Structure
You haven't set up a base rate card yet. The dynamic rate card generator needs your pricing structure to adjust rates for each prospect.
Head to Configuration → Base Rate Card to define your pricing model, segments, and standard rates. Once that's done, you can generate dynamic rate cards here.
Salesforce Setup Guide
1
Log into Salesforce
Sign in to your Salesforce org with an admin account. You'll need admin permissions to create a Connected App.
2
Navigate to App Manager
Go to Setup → search for App Manager in the Quick Find box → click App Manager.
3
Create a New Connected App
Click New Connected App in the top right. Fill in the required fields: Connected App Name (e.g. "Pricing Intelligence Tool"), API Name (auto-fills), and Contact Email (your email).
4
Enable OAuth Settings
Check Enable OAuth Settings. Set the Callback URL to your app's domain (e.g. https://yourapp.netlify.app/callback). For local testing, you can use https://localhost.
If you haven't deployed yet, use https://localhost as a placeholder. You can update this later.
5
Select OAuth Scopes
Add the following OAuth scopes by clicking Add next to each one:
Access and manage your data (api) Perform requests at any time (refresh_token, offline_access) Access unique user identifiers (openid)
6
Save & Get Your Credentials
Click Save, then Continue. On the next screen, you'll see your Consumer Key (this is your Client ID) and Consumer Secret (click to reveal — this is your Client Secret).
Copy your Consumer Secret now — Salesforce only shows it once. If you lose it, you'll need to regenerate it.
7
Find Your Instance URL
Your Instance URL is the base URL of your Salesforce org. Look at your browser's address bar — it will be something like https://yourcompany.my.salesforce.com. Copy this URL without any path after it.
8
Wait for Activation (2–10 minutes)
New Connected Apps can take 2–10 minutes to become active. If you get an error when connecting, wait a few minutes and try again.
9
Connect in the Pricing Intelligence Tool
Come back to this app, click Connect Salesforce, and enter your Instance URL, Client ID (Consumer Key), and Client Secret (Consumer Secret). Click Connect & Import to pull your opportunity data.
The tool will import all Closed Won and Closed Lost opportunities along with related account data (industry, employee count, revenue).
HubSpot Setup Guide
1
Log into HubSpot
Sign in to your HubSpot account at app.hubspot.com. You'll need super admin permissions or the App Marketplace Access permission to create Private Apps.
2
Navigate to Private Apps
Click the Settings gear icon in the top navigation bar. In the left sidebar, go to Integrations → Private Apps.
3
Create a New Private App
Click Create a private app. Enter a name (e.g. "Pricing Intelligence Tool") and optionally a description and logo.
4
Configure Scopes
Click the Scopes tab. Search for and enable the following scopes by checking the Read checkbox for each:
crm.objects.deals.read — Read deal/opportunity data crm.objects.companies.read — Read company data (industry, size, revenue) crm.objects.contacts.read — Read contact data (optional but helpful)
You only need Read access. Don't enable Write scopes unless you plan to push data back to HubSpot later.
5
Create the App & Copy Your Token
Click Create app in the top right, then confirm by clicking Continue creating. HubSpot will generate your Access Token. Click Show token to reveal it, then copy it.
Store your token securely — treat it like a password. If compromised, you can rotate it from the Private App settings.
6
Connect in the Pricing Intelligence Tool
Come back to this app, click Connect HubSpot, and paste your Private App Access Token. Click Connect & Import to pull your deal and company data.
The tool will import your deals (amount, stage, close date) and associated company data (industry, employee count, annual revenue) to power all the analytics dashboards.
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Setup
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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 Data Sources
Upload Contracts
Add contract data for renewal insights
Go to Contracts
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
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.
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
Enriching Company Data
Searching your data...
Confirm the data below before generating your dynamic rate card.
?
Rate Card
Price Estimate
Enter quantities below to calculate a total cost
Start a new rate card?
Your current rate card for this company hasn't been saved yet. Starting fresh will discard all progress.
Rate Card
Contracts
Analysis
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
Reading file...
Extracted Pricing
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
Bounds Calculation Settings
Configure how floor and ceiling prices are derived from contract data
When enabled, guardrails automatically update as contracts are added. Otherwise requires manual acceptance.
Contract Ledger
All uploaded contracts. Click to edit or remove.
Configuration
Manage your base rate card, contracts, and pricing analysis
Live
Segment Price Distribution
Statistical breakdown from contract data with rate card comparison
Guardrail Suggestions
Accept or reject contract-derived guardrail values. These update your rate card pricing bounds.
Company Profile
CRM & Data
Conversation Intelligence
General
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
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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
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
AI Configuration
Your API key is stored locally in your browser and only sent directly to the Anthropic API. Get your key at console.anthropic.com
No API key saved
Plans & Pricing
Usage & Limits
Billing History
Save 20%
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
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
Portfolio Permissions
S
Sarah Chen
sarah@company.com
Portfolio View Access
Allow this user to see the Portfolio section
Allowed Companies
Select All
Connect Jiminny
Sync your call transcripts and recordings from Jiminny to analyze buyer sentiment
Syncing calls...0 activities
Page 0
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