# Templates: working commercial configurations for pricing and revenue

> Start from a working commercial configuration. Revomo templates for commercial data and context, analysis and diagnostics, planning and scenarios, predictive models, optimization and pricing methods, by industry.

Source: https://revomo.ai/marketplace/templates/

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[Marketplace](https://revomo.ai/marketplace/)[Explore](https://revomo.ai/marketplace/)[Templates](https://revomo.ai/marketplace/templates/)[Metrics](https://revomo.ai/marketplace/metrics/)

Marketplace
- [Explore](https://revomo.ai/marketplace/)
- [Templates](https://revomo.ai/marketplace/templates/)
- [Metrics](https://revomo.ai/marketplace/metrics/)

Business need
- [Margin Leakage](https://revomo.ai/marketplace/collections/margin-leakage/)
- [Cost Recovery](https://revomo.ai/marketplace/collections/cost-recovery/)
- [Price Increase](https://revomo.ai/marketplace/collections/annual-price-increase/)
- [Quote & Deal Performance](https://revomo.ai/marketplace/collections/quote-deal-performance/)
- [Contract Renewal](https://revomo.ai/marketplace/collections/contract-renewal/)
- [Rebates & Incentives](https://revomo.ai/marketplace/collections/rebates-incentives/)
- [Market Response](https://revomo.ai/marketplace/collections/market-response/)

Industry
- [Industrial distribution](https://revomo.ai/marketplace/templates/?industry=distribution)
- [Machinery & industrial products](https://revomo.ai/marketplace/templates/?industry=machinery)
- [Building products](https://revomo.ai/marketplace/templates/?industry=building)
- [Chemicals & materials](https://revomo.ai/marketplace/templates/?industry=chemicals)

[Marketplace](https://revomo.ai/marketplace/) Templates

## Start from a working commercial configuration.

Ready-made analyses, plans, models, optimization strategies and pricing methods built for Revomo’s governed commercial context.

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Industry All Industrial distribution Machinery & industrial products Building products Chemicals & materials

All Data & Context Analysis Planning Predictive Optimization Pricing Methods
52 templates

### Commercial Data & Context

Build the governed foundation everything else runs on: customers, products, transactions, prices, costs and agreements, with lineage.
View all 10
- Commercial Data & Context #### [Price-to-pocket walk model](https://revomo.ai/marketplace/templates/price-to-pocket-model/) Invoice lines joined to every on- and off-invoice adjustment, so each step from list to pocket is a column with a governing record. All industries
- Commercial Data & Context #### [Customer hierarchy and account classes](https://revomo.ai/marketplace/templates/customer-hierarchy/) Parent and child accounts, national and regional classes, channel and region, ready for segment pricing and rebate rollups. All industries
- Commercial Data & Context #### [Product hierarchy and velocity tiers](https://revomo.ai/marketplace/templates/product-hierarchy/) Family, subcategory, velocity tier and cost basis on every SKU, the attributes price and margin models key on. All industries · Uses 1 metric
- Commercial Data & Context #### [Landed cost model](https://revomo.ai/marketplace/templates/landed-cost/) Standard cost plus inbound freight, duty and handling, effective-dated, so margin is measured against what the unit actually cost. Distribution, Building products, Chemicals · Uses 4 metrics
- Commercial Data & Context #### [Agreement register](https://revomo.ai/marketplace/templates/agreement-register/) Contracts, SPAs, rebate programs and price protections in one register, with terms, tiers and effective dates that every price resolves against. All industries · Uses 2 metrics
- Commercial Data & Context #### [Rebate accrual model](https://revomo.ai/marketplace/templates/rebate-accrual/) Accruals by program, tier and period, retroactive or incremental, reconciled to what was paid. Distribution, Building products, Chemicals · Uses 1 metric
- Commercial Data & Context #### [Freight lane cost table](https://revomo.ai/marketplace/templates/freight-lanes/) Carrier rates by lane, mode and weight break, dated, joined to delivered-price orders so absorbed freight is visible per lane. Distribution, Building products · Uses 2 metrics
- Commercial Data & Context #### [Index and formula price inputs](https://revomo.ai/marketplace/templates/index-inputs/) Commodity and energy indices, currency and surcharge tables, with the lag each formula uses, as governed inputs to formula pricing. Chemicals, Machinery
- Commercial Data & Context #### [Quote and order unification](https://revomo.ai/marketplace/templates/quote-order-unify/) Quotes from CPQ and orders from ERP on one key, so quoted price, ordered price and invoiced price are three columns on one line. All industries
- Commercial Data & Context #### [Installed base and parts entitlement](https://revomo.ai/marketplace/templates/installed-base/) Machines in the field, their configuration and the parts and service each one is entitled to at which price. Machinery

### Analysis & Diagnostics

See where revenue and margin are changing and why, by account, product, segment and step of the walk from list to pocket.
View all 10
- Analysis & Diagnostics #### [Margin leakage waterfall](https://revomo.ai/marketplace/templates/leakage-waterfall/) List to pocket for any slice of the business, with the reason behind every bar and the record that governs it. All industries · Uses 1 metric
- Analysis & Diagnostics #### [Price realization by account and segment](https://revomo.ai/marketplace/templates/price-realization/) Realized price against list and target, by account, segment and rep, with the accounts under the corridor named. All industries
- Analysis & Diagnostics #### [Customer and product profitability](https://revomo.ai/marketplace/templates/pocket-profitability/) Pocket margin after every adjustment and cost to serve, by customer, product and the two together. All industries · Uses 2 metrics
- Analysis & Diagnostics #### [Discount corridor compliance](https://revomo.ai/marketplace/templates/corridor-compliance/) Which quotes and orders left the corridor, by how much, who approved them and what it cost. All industries · Uses 2 metrics
- Analysis & Diagnostics #### [Freight recovery scorecard](https://revomo.ai/marketplace/templates/freight-scorecard/) Freight billed against freight paid by lane and account, and the delivered prices set before carrier rates moved. Distribution, Building products · Uses 1 metric
- Analysis & Diagnostics #### [Rebate program effectiveness](https://revomo.ai/marketplace/templates/rebate-effectiveness/) Growth against accrual by program and account: who grew for the rebate, who was paid for volume they would have shipped anyway. Distribution, Building products, Chemicals · Uses 2 metrics
- Analysis & Diagnostics #### [Payment terms and days-to-pay leakage](https://revomo.ai/marketplace/templates/terms-leakage/) Agreed terms against actual days to pay, early-pay discounts taken late, and the cost of both by account. All industries · Uses 2 metrics
- Analysis & Diagnostics #### [Parts price realization](https://revomo.ai/marketplace/templates/parts-realization/) Parts and service priced against list and against the contract, by machine population, with the parts sold at the year they were written into the contract. Machinery · Uses 1 metric
- Analysis & Diagnostics #### [Surcharge capture and waiver tracking](https://revomo.ai/marketplace/templates/surcharge-capture/) Surcharges that should have applied, did apply and were waived, by account and by who waived them. Chemicals, Distribution · Uses 1 metric
- Analysis & Diagnostics #### [Win, loss and quote velocity](https://revomo.ai/marketplace/templates/win-loss/) Win rate by price position, discount depth and segment, with cycle time from quote to order. All industries · Uses 1 metric

### Planning & Scenarios

Turn an analysis into a response the business can evaluate: plans, targets and scenarios ready for approval.
View all 8
- Planning & Scenarios #### [Annual price increase plan](https://revomo.ai/marketplace/templates/annual-increase-plan/) Targets by segment and family, caps per account, contract exclusions and the expected realization, before anyone drafts a letter. All industries · Uses 1 metric
- Planning & Scenarios #### [Margin bridge, plan against actual](https://revomo.ai/marketplace/templates/margin-bridge/) Price, cost, mix and volume effects between two periods or between plan and actual, on the same governed numbers finance closes on. All industries · Uses 1 metric
- Planning & Scenarios #### [Cost pass-through scenario](https://revomo.ai/marketplace/templates/cost-pass-through/) A cost shock, the price response by segment and its timing, and the margin path in between. Chemicals, Machinery, Building products · Uses 4 metrics
- Planning & Scenarios #### [Contract renewal plan](https://revomo.ai/marketplace/templates/renewal-plan/) Agreements expiring in the next four quarters, their escalators, their realization, and the position to take on each. All industries · Uses 3 metrics
- Planning & Scenarios #### [Rebate program redesign](https://revomo.ai/marketplace/templates/rebate-redesign/) Retroactive to incremental, tier restructuring and the accrual shift, tested on last year’s volume before it goes to customers. Distribution, Building products, Chemicals · Uses 2 metrics
- Planning & Scenarios #### [Mix and volume plan by channel](https://revomo.ai/marketplace/templates/mix-volume-plan/) Revenue and margin targets by channel and family, reconciled to the price plan and the capacity plan. All industries · Uses 3 metrics
- Planning & Scenarios #### [Job and project pricing plan](https://revomo.ai/marketplace/templates/job-pricing-plan/) Per-project pricing with the co-op, freight to site and credits that follow, so the job margin is planned, not discovered. Building products
- Planning & Scenarios #### [Parts and service pricing plan](https://revomo.ai/marketplace/templates/parts-service-plan/) Aftermarket targets by machine population, captive and competitive parts, and the contract lag to close. Machinery

### Predictive Models

Estimate how demand, volume, win rate, costs or customers may respond, so a decision is tested before it is made.
View all 7
- Predictive Models #### [Volume response by segment](https://revomo.ai/marketplace/templates/volume-response/) How volume responds to price by segment, account class and product family, with the backtest that says how far to trust it. All industries
- Predictive Models #### [Win probability for quotes](https://revomo.ai/marketplace/templates/win-probability/) The chance a quote wins at each price, from your own outcomes, so guidance is a curve rather than a floor. All industries · Uses 2 metrics
- Predictive Models #### [Demand forecast with price and season](https://revomo.ai/marketplace/templates/demand-forecast/) Volume by SKU and month with price, seasonality and trend as drivers, feeding the plan and the optimizer. All industries · Uses 1 metric
- Predictive Models #### [Churn risk after a price change](https://revomo.ai/marketplace/templates/churn-after-price/) Which accounts are likely to reduce or leave after an increase, from past responses, so the plan protects them or prices them knowingly. All industries · Uses 1 metric
- Predictive Models #### [Cost index forecast](https://revomo.ai/marketplace/templates/cost-index-forecast/) Where the inputs a formula prices on are heading, so the surcharge and the formula move before the margin does. Chemicals, Machinery · Uses 2 metrics
- Predictive Models #### [Customer growth responsiveness](https://revomo.ai/marketplace/templates/growth-responsiveness/) Which accounts grow for an incentive and which are paid for growth they would have delivered, from program history. Distribution, Building products, Chemicals · Uses 1 metric
- Predictive Models #### [Freight rate forecast by lane](https://revomo.ai/marketplace/templates/freight-rate-forecast/) Carrier rate direction by lane and mode, so delivered prices are set against next quarter’s cost, not last year’s. Distribution, Building products · Uses 1 metric

### Optimization

Determine the best move within commercial constraints: floors, corridors, contracts and volume tolerance.
View all 7
- Optimization #### [Price optimization within corridors](https://revomo.ai/marketplace/templates/price-optimization/) The price per SKU and segment that meets the margin goal inside floors, caps, contract locks and a volume tolerance. All industries · Uses 2 metrics
- Optimization #### [Discount corridor optimization](https://revomo.ai/marketplace/templates/corridor-optimization/) Corridor floors by segment and class that recover margin without moving the accounts that would leave. All industries · Uses 6 metrics
- Optimization #### [Rebate tier optimization](https://revomo.ai/marketplace/templates/rebate-tier-optimization/) Tier thresholds and rates that pay for growth and stop paying for the baseline, within the program budget. Distribution, Building products, Chemicals · Uses 3 metrics
- Optimization #### [Promotion depth and timing](https://revomo.ai/marketplace/templates/promotion-optimization/) How deep and how long a temporary price reduction should run to move the volume it is meant to, without paying for the volume that would come anyway. Distribution, Building products
- Optimization #### [Quote guidance bands](https://revomo.ai/marketplace/templates/quote-guidance/) Target, floor and stretch for every quote, from the win curve and the margin goal, with approval routes for anything outside. All industries · Uses 7 metrics
- Optimization #### [Contract renewal price optimization](https://revomo.ai/marketplace/templates/renewal-optimization/) The renewal position per agreement that closes the realization gap at the lowest churn risk. All industries · Uses 2 metrics
- Optimization #### [Freight recovery optimization](https://revomo.ai/marketplace/templates/freight-recovery-optimization/) Lane surcharges and delivered-price resets that recover absorbed freight where it is recoverable and leave alone where it is not. Distribution, Building products · Uses 2 metrics

### Pricing Methods

Turn pricing strategy into repeatable pricing logic: cost-plus, index, market, value, tiered, customer-specific and more.
View all 10
- Pricing Methods #### [Cost-plus pricing](https://revomo.ai/marketplace/templates/cost-plus/) Markup by family, velocity tier and channel on landed cost, with rounding rules and a review when cost moves. All industries · Uses 2 metrics
- Pricing Methods #### [Index-linked and formula pricing](https://revomo.ai/marketplace/templates/index-linked/) Base price plus an index at a stated lag and factor, with the surcharge that applies when the index outruns the formula. Chemicals, Machinery · Uses 1 metric
- Pricing Methods #### [Market-based pricing](https://revomo.ai/marketplace/templates/market-based/) Position against competitive benchmarks by family and region, with the corridor that keeps a price where the market puts it. All industries · Uses 2 metrics
- Pricing Methods #### [Value-based pricing](https://revomo.ai/marketplace/templates/value-based/) Price from the value delivered, by use case and customer segment, with the drivers that justify it on the quote. Machinery, Chemicals
- Pricing Methods #### [Tiered and volume pricing](https://revomo.ai/marketplace/templates/tiered-volume/) Quantity breaks by family and channel, with the break structure that rewards the volume you want and not the split order. All industries
- Pricing Methods #### [Customer-specific pricing](https://revomo.ai/marketplace/templates/customer-specific/) Contract price lists with overrides by account, effective dates and the inheritance chain from list to market to customer. All industries · Uses 2 metrics
- Pricing Methods #### [Surcharge pricing](https://revomo.ai/marketplace/templates/surcharge-pricing/) Energy, fuel, tariff and material surcharges as governed line items, with applicability rules and a waiver route on record. Chemicals, Distribution, Building products · Uses 2 metrics
- Pricing Methods #### [Parts and aftermarket pricing](https://revomo.ai/marketplace/templates/parts-aftermarket/) Captive parts priced for value and competitive parts for position, by machine population, with the contract lag closed on renewal. Machinery
- Pricing Methods #### [Job and project pricing](https://revomo.ai/marketplace/templates/job-pricing/) Project price built from the take-off, with the co-op, freight to site and credits that follow already in the margin. Building products
- Pricing Methods #### [List price update with caps and exclusions](https://revomo.ai/marketplace/templates/list-update/) The annual or event-driven list move, by family, with caps per account, contract exclusions and publishing to every downstream list. All industries · Uses 3 metrics

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