Pricing Analyst Templates

Pricing Analyst Templates

There is a huge number of templates that someone in the Pricing Analyst role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Pricing Analyst. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Sales Report
2. Pricing Analysis Template
3. Competitor Analysis Spreadsheet
4. Pricing Proposal Template
5. Revenue Forecasting Spreadsheet
6. Pricing Strategy Presentation
7. Pricing Dashboard
8. Pricing Model Template
9. Pricing Approval Form
10. Pricing Performance Report

Reports

Reports are often prepared by a Pricing Analyst to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Sales Report
2. Pricing Analysis Report
3. Competitor Pricing Report
4. Profitability Report
5. Market Trends Report
6. Customer Segmentation Report
7. Pricing Strategy Report
8. Revenue Forecast Report
9. Cost Analysis Report
10. Pricing Performance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Pricing Analyst does and how they do it.

1. Pricing Analysis SOP
2. Data Collection SOP
3. Market Research SOP
4. Competitor Analysis SOP
5. Pricing Strategy SOP
6. Financial Modeling SOP
7. Pricing Presentation SOP
8. Pricing Review SOP
9. Pricing Optimization SOP
10. Pricing Report SOP

Presentations

Pricing Analyst presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Pricing Analysis Report
2. Competitive Pricing Comparison
3. Pricing Strategy Presentation
4. Market Trends and Insights
5. Pricing Recommendations and Action Plan

Legal Docs

There are several key times when a Pricing Analyst needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Service Level Agreement (SLA)
3. Master Services Agreement (MSA)
4. Statement of Work (SOW)
5. Data Processing Agreement (DPA)

Health & Safety Templates

Health & Safety templates for a Pricing Analyst ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template

Calendars

Setting up Pricing Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Budget Planning Calendar
3. Market Research Calendar
4. Pricing Strategy Calendar
5. Financial Reporting Calendar

Invoice Templates

Several types of Pricing Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Sales Invoice
2. Vendor Invoice
3. Client Invoice
4. Expense Invoice
5. Commission Invoice

Survey Templates

For a Pricing Analyst to get insights related to the work they do, they need to send out Pricing Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Market Research Survey
3. Competitor Analysis Survey
4. Pricing Strategy Survey
5. Product Feedback Survey

Meeting Agendas

Having premade Pricing Analyst meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Pricing Strategy Meeting
2. Market Analysis and Competitor Pricing Meeting
3. Pricing Review and Adjustment Meeting
4. Sales and Pricing Alignment Meeting
5. Pricing Performance and KPIs Evaluation Meeting

Budget Templates

To manage finances well, a Pricing Analyst would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Revenue Budget Template
2. Monthly Expense Budget Template
3. Capital Expenditure Budget Template
4. Sales Forecast Budget Template
5. Profit and Loss Budget Template

Dashboards

Dashboards are a useful way for a Pricing Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Profitability Analysis Dashboard
3. Pricing Strategy Dashboard
4. Market Trends Dashboard
5. Competitor Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Pricing Analyst needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Pricing Analysis Proposal
2. Competitive Pricing Benchmarking Proposal
3. Pricing Strategy Optimization Proposal
4. Pricing Model Enhancement Proposal
5. Pricing Analytics and Reporting Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Pricing Analyst templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.