HELP • PRICE & MARGIN AI INTELLIGENCE

Know about Price & Margin AI Intelligence™

Everything you need to know before you start: what it does, who it is for, what to upload and what you get.

What it does

Price & Margin AI Intelligence shows you where you make money — and where you give it away. Upload your sales register, and in a minute you see the margin on every item, customer and category, every sale made below cost, the same item sold at very different prices, discounts creeping up month by month — and the price rises that would add the most.

The problem it solves: sales can grow while profit shrinks. A regular customer gets an extra discount, an old rate stays on new invoices after the cost went up, the same item is billed at ₹310 to one customer and ₹255 to another. Each looks small; together they eat the margin. Sales registers have thousands of lines, so nobody sees it until the year-end results.

Who it is for

WhoWhat they uploadWhat they get
Trader / distributorSales register from Tally, Busy or ZohoMargin by item and customer, customers getting prices below the usual, items sold below cost
Retailer / shop ownerBilling software sales exportWhich items really make money, discounts creeping up, price-rise ideas
ManufacturerSales invoices + product cost listMargin by product and dealer, products sold below cost after a cost increase
D2C / e-commerce brandOrder export with item, price and discountDiscount drift, margin by product, price tests that add the most
Sales / finance managerMonthly sales registerPrice discipline by salesperson's customers, a one-page brief for the owner
CA firmClients' sales registersQuick margin review and advice for the client

What you upload

  • Your sales register — Excel (.xlsx), CSV or JSON. It needs the date, item, quantity and the selling price per unit or the sales value of the line.
  • Optional columns make it better: customer, category / brand, discount (% or amount), cost per unit, invoice number.
  • No cost column? Add a separate cost list — item and cost per unit. Item names do not need to match exactly; the AI matches them.
  • 6–12 months of data gives the best results — discount drift needs at least 6 months.

What you get

📦 Margin by itemQuantity, sales, average price, lowest and highest price, unit cost, margin and margin % for every item — and margin % by category.
🔻 Sold below costEvery line where the price was lower than the cost — the item, the customer and the money lost.
💧 Price leakageThe same item sold more than 10% below its usual price (you choose the %), by customer. Big-quantity "volume deals" are shown separately.
👥 CustomersSales, margin, discount and "price vs usual" for every customer — and the low-margin ones to review.
📉 Discount driftDiscount %, price level and margin % month by month — "discounts up from 5% to 8.7%, about ₹8.5 L a year".
📈 Price-rise ideasPopular items with thin margins — the new price, the margin after, and what a 3% rise (you choose) adds in a year.
🤖 AI that learnsAn AI in your browser groups item names written in different ways — "Fevicol SH 1kg", "FEVICOL S.H. 1 KG", "Fevicoll SH 1kg" — while 1kg and 5kg stay apart. Click "Same item" or "Not the same" once, and it remembers next time.
✨ Ask AIOptional: one click and Azure OpenAI explains your margins in plain words — what to fix first and which prices to raise — or answers your question. Only the summary you see is sent, and only if you agree.

Money to win back = loss on sales below cost + price leakage (both for a year) + the extra discount from drift + the price-rise ideas.

Downloads: a Price & Margin Workbook (Excel) with every list and every line, and a one-page Price & Margin Brief (Word) with the actions — ready for the owner, the sales team or your CA.

How it works — in 5 steps

1
Sign in and purchase — $20 USD for 30 days, unlimited files. The first 5 customers get 35 days.
2
Upload your sales register — and a cost list if your file has no cost. The columns are matched for you; check them.
3
Click Analyse My Margins — item names are grouped by the AI and every line is checked in your browser.
4
Read the tabs — Items, 🤖 AI, Below cost, Leakage, Customers, Discounts, Price rises. Confirm or split item groups; click ✨ Explain my margins for a plain-words summary.
5
Download the Excel workbook and the Word brief, and fix prices and discounts.

Your data stays with you

🔒 Your files are read and analysed inside your browser. They are never uploaded to QuantumData servers. Only sign-in, your licence and payment use our secure service.

🤖 The AI that learns also runs inside your browser; your "same / not the same" answers are kept on your browser only.

✨ Ask AI is optional. Before anything is sent you see the exact summary — totals, margins by category, item names and price patterns — and tick "I agree". Your file and your customer names are never sent, and nothing is stored.

Try Price & Margin AI Intelligence 📖 Read Me — page guide