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Margin pressure
Best margin
SKUs at risk
View all in Price Books →Insights Coming soon
Your numbers and your targets — on their way.
Goals and KPIs
Targets for a rep, a team or the company — invoiced, booked and pipeline revenue, margin and activity.
Reporting
Win rates, conversion by stage and sales cycle — for a rep, a team or the company.
My Tools
Modelling and logistics utilities, grouped by category.
1. Pick a scenario
2. Before & after
Pick a scenario or preset above to see how the book changes.
3. Detail by product
| SKU / Product | Programme | Channel | Base GP% | Scenario GP% | Δ GP% | Base GP $ | Scenario GP $ |
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| Programme Name | Status | Channel Type | Region | Channel Fee | Shipping | Duties | Return Rate |
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| SKU / Model | Product | Programme | Name | Status | Region | Cost | Full Price | Promo Price | Promo Mix | Net Receipts | GP $ | GP% |
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FBA Fee Estimator
Estimate fulfilment fees across Amazon US, DE, UK and Walmart US. Fees are estimates based on published rate cards — always verify on the platform's official fee calculator before pricing decisions.
Quotes
| Quote # | Customer | Total | Status | Ver | Updated |
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Price Lists
Forecasting
Vendors
Your suppliers, what they supply, and the purchase orders you raise to them.
Returns
Authorize a return, agree the credit, and record what happened to the goods. PriceBook360 authorizes and computes; Finance issues the credit note.
Sales Orders
Pricing Calendar
Build and manage your pricing strategies and promotional calendars by region and channel.
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Custom fields
Add your own fields to accounts, contacts and deals — a store count, a buying group, a contract renewal date. They show on each record, and a required one must be filled in when someone saves. They are not sent to your CRM.
Pipelines & Stages
Your company's sales pipelines — every stage picker, kanban board and report reads this structure. It seeds automatically from each connected CRM (first user per provider wins; your own pipelines are never touched) and is editable here. Edits are not pushed to your CRM yet (sync-out lands in a later release; CRM-anchored rows show a Synced badge).
These Incoterms are available when setting product cost prices. They will factor into the cascade pricing model.
Company-wide — one source of truth per category, managed by your Company Admin. Click a tile to connect or manage it — partners marked coming soon can be tapped to register interest and we'll notify you when they're live.
Your company's locations. Each one can carry up to three roles — the default origin for shipping calculations (the Price Book carrier-estimate modal and the Shipment Calculator), the default origin for warehouse collection, and the billing / registered address printed on quotations and sales orders. Any role can sit on a different location; click a role cell to move it.
Download products with channel pricing included.
Export and backup tools for administrators.
Control how PriceBook360 tells you when something needs your attention. These settings apply to your account only.
📚 Knowledge Base
✉ Contact us
Control Center
Manage companies, users, and platform operations.
| Company | Plan | Pulse+ Seats | Users | Last Saved | Created | Status |
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Ops · Health
Live event feed
Rate-card refresh
| Started | Provider | Triggered | Status | Confidence | Decided by | |
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Regression bot
| Started | Env | Status | Result | Duration | |
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Ops · Log search
Financial Reporting
Plan mix
Trial → paid funnel
Billing
Tenants
User Reporting
usage_events (v2.2 instrumentation) and users.last_login. Data accrues from the day instrumentation went live; charts will fill in over time.Section utilization
Top tenants by activity
API Usage Reporting
api_usage_log. v2.2 fixes the previously-broken company_id logger field so per-tenant breakdowns are correct from this release onwards.