Margin Analyzer

Status: MVP draft · Owner: JJ · Version: 1.1.0 Category: Finance & Ops · Phase: V2

Quick start

When an SMB owner asks "should I raise my prices?" or "are my margins okay?", this skill:

1. Identifies what to analyze — which products/services are in scope
2. Pulls cost data from QuickBooks (COGS, direct expenses)
3. Pulls revenue data from PayPal or Square (transaction history)
4. Computes unit economics — revenue, COGS, gross margin, margin % per item
5. Benchmarks against context — inflation, cost changes, industry norms if available
6. Builds pricing scenarios — shows what happens to revenue and margin at +5%, +10%, +15% price changes, using historical correlation where data allows
7. Presents the analysis — no price recommendation; the owner decides

The output equips the owner to make their own pricing call with real data behind it.