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v10.0
PE1 Pricing Dashboard Active Price Lists / Pending Changes / Margin Alerts
Active Price Lists
24
3 updated this week
Pending Price Changes
18
6 awaiting approval
Avg Gross Margin
24.8%
+0.6% vs. prior month
Margin Alerts
7
Items below floor margin
Active Margin Alerts
ItemCustomerCurrent PriceCostMarginFloorGapAction
Bongards Barrel Cheddar 40 lb Good Eats Corp $2.18/lb $1.92/lb 11.9% 15.0% -3.1%
Unsalted Butter 36/1 lb Sunrise Bakery $3.42/lb $3.08/lb 9.9% 12.0% -2.1%
Large Grade A Eggs 30 dz Metro School District #4 $1.84/dz $1.62/dz 12.0% 14.0% -2.0%

Dashboard updates every 15 minutes. Margin alerts trigger when customer price yields margin below category floor. CME-linked items recalculate on market close.

PE2 CME Price Feed Live Barrel / Block / Butter / Trailing Week Calculation
CME Barrel Cheddar
$1.8925
+$0.0150 today
CME Block Cheddar
$1.9450
+$0.0075 today
CME AA Butter
$3.0800
-$0.0200 today
Block-Barrel Spread
$0.0525
Narrowing from $0.08 avg
Trailing Week Barrel Cheddar — GFS Pricing Basis
Mon 05/12
$1.8600
Tue 05/13
$1.8650
Wed 05/14
$1.8725
Thu 05/15
$1.8775
Fri 05/16
$1.8925
Trailing Week Avg: $1.8735
+ 35% Moisture Premium Bracket = $2.5292/lb (Bongards delivered cost)
30-Day CME Barrel Trend
CME Barrel Cheddar ($/lb) — 30 Trading Days
W1
W2
W3
W4
W5
W6

CME prices sourced from daily settlement. Trailing week avg recalculates each Friday at market close. Bongards barrel pricing = CME trailing week + 35% moisture premium bracket per contract.

PE3 Customer Tier Management Tier Definitions / Customer Assignments / Auto-Tier Rules
Pricing Tier Definitions
Tier 1 — Strategic
$500K+
Annual volume
Best pricing
Custom contracts
Dedicated rep
8 customers
Tier 2 — Key
$200K–$499K
Annual volume
Competitive pricing
Volume discounts
Shared rep
22 customers
Tier 3 — Standard
$50K–$199K
Annual volume
Standard pricing
Published lists
Inside sales
48 customers
Tier 4 — Spot
< $50K
Annual volume
List price only
No discounts
Self-service
64 customers
Customer Tier Assignments (sample)
CustomerCurrent TierTTM RevenueAuto-TierOverrideLast Reviewed
Good Eats CorpTier 1$842,000Tier 105/01/2026
Metro School District #4Tier 1$624,000Tier 105/01/2026
Sunrise BakeryTier 2$312,000Tier 205/01/2026
Harbor CateringTier 2$186,000Tier 3Manual Override04/15/2026
Campus Dining ServicesTier 3$98,000Tier 305/01/2026

Auto-tier recalculates monthly on TTM revenue. Manual overrides require manager approval and expire after 90 days. Tier changes take effect on next price list refresh.

PE4 Contract Pricing Customer Contracts / Locked Prices / Expiry / Volume Commitments
Active Contracts
14
$4.8M committed volume
Expiring < 30 Days
3
Renewal action needed
Volume Attainment
87%
On track for commitments
Active Contracts
Contract #CustomerProductsPrice LockVolume CommitAttainmentStartExpiryStatus
CTR-2026-018 Good Eats Corp Barrel Cheddar, Butter, Eggs CME + $0.35 $420K/yr 92% 01/01/2026 12/31/2026 Active
CTR-2026-012 Metro School District #4 Eggs, Cheese, Pancakes Fixed $2.24/lb $310K/yr 88% 07/01/2025 06/30/2026 Expiring
CTR-2025-044 Sunrise Bakery Butter, Flour, Eggs Fixed $3.48/lb $180K/yr 71% 09/01/2025 05/31/2026 Expiring Soon

Contract prices override tier pricing. CME-linked contracts recalculate weekly. Volume shortfalls at contract end trigger surcharge clause per agreement. Expiry alerts start at T-60 days.

PE5 Promotional Pricing Time-Limited Deals / Customer-Specific Promos / Approval Workflow
Active Promos: 6  |  Pending Approval: 2  |  Promo Revenue (MTD): $84K
Promo IDNameCustomersProductsDiscountStartEndStatus
PRM-0142 Summer Cheese Push All Tier 2 & 3 All Cheddar SKUs -8% 05/15/2026 06/30/2026 Active
PRM-0140 New Customer Intro Valley Medical Center All items, first 3 orders -12% 05/01/2026 07/31/2026 Active
PRM-0145 Volume Incentive Q3 Harbor Catering Eggs, Butter -5% at 20K+ lbs 06/01/2026 08/31/2026 Pending Approval
Promotion Approval Workflow
1. Submit
Rep creates promo request
2. Margin Check
Auto-validate margin floor
3. Approve
Manager / CEO sign-off
4. Live
Auto-effective on start date

Promos exceeding 10% discount or dropping below margin floor require CEO approval. All promos auto-expire on end date. Promo stacking is not permitted — highest discount wins.

PE6 Margin Floor Enforcement Minimum Margin Rules by Category / Override Approval
Category Margin Floors
CategoryMin Gross MarginCurrent Avg MarginViolations (MTD)Status
Cheese15.0%18.2%2Healthy
Eggs14.0%22.4%0Healthy
Butter12.0%13.1%3Watch
Dry Goods18.0%26.8%0Healthy
Frozen16.0%21.4%1Healthy
Oils10.0%9.2%4Alert
Pending Floor Override Requests
Request #CustomerItemProposed MarginFloorJustificationApproverStatus
MFO-0094 Good Eats Corp Barrel Cheddar 40 lb 11.9% 15.0% Strategic account, volume commitment offsets margin CEO Pending
MFO-0093 Sunrise Bakery Unsalted Butter 36/1 lb 9.9% 12.0% CME spike, locked contract, will adjust at renewal CEO Approved

Floor violations block order entry unless overridden. Overrides require documented justification and expire after 30 days. Systematic floor breaches trigger quarterly pricing committee review.

PE7 Price Change Workflow Request / Review / Approve / Effective Date / Notify
Price Change Pipeline
1. Request
4
Submitted
2. Review
6
Under analysis
3. Approve
3
Awaiting sign-off
4. Scheduled
5
Effective date set
5. Notified
12
Completed this month
Recent Price Change Requests
PCR #ItemScopeCurrentProposedChangeEffectiveStage
PCR-0412 Soybean Oil 35 lb JIB All tiers $0.88/lb $0.94/lb +6.8% 06/01/2026 Review
PCR-0411 Large Grade A Eggs 30 dz Tier 3 & 4 $1.84/dz $1.92/dz +4.3% 06/01/2026 Approve
PCR-0409 All Purpose Flour 50 lb All tiers $0.42/lb $0.40/lb -4.8% 05/26/2026 Scheduled

Price increases require 14-day customer notification. Decreases can be immediate. All changes logged in price audit trail. Notification emails auto-generate from approved PCR.

PE8 Price Calculator Item + Customer + Quantity = Price + Margin + CME Basis
Price Calculation Result
Unit Price
$2.18/lb
Tier 1 contract pricing
Extended
$21,800
10,000 lbs x $2.18
Gross Margin
11.9%
Below floor (15.0%)
CME Basis
+$0.31
$2.18 - $1.8735 trail wk
Pricing Stack: CME Trailing Week ($1.8735) + Moisture Premium 35% ($0.6557) = Cost $1.92/lb → Contract Price $2.18/lb → Margin $0.26/lb (11.9%)
Note: Margin floor override MFO-0094 pending CEO approval.

Calculator pulls real-time cost from NetSuite item record and CME feed. Pricing stack shows full cost build-up for transparency. Below-floor results are flagged but not blocked in calculator mode.

PE9 Price List Generator Export Customer-Specific Price Lists
Generate Price List
Preview — Good Eats Corp
Effective: 05/19/2026  |  Tier 1  |  18 items
SKUProductUOMPrice
GFS-CHD-4010Barrel Cheddar 40 lblb$2.18
GFS-CHD-4020Mild Cheddar Shred 5 lblb$2.42
GFS-EGG-2001Large Grade A Eggs 30 dzdz$1.72
GFS-BUT-1050Unsalted Butter 36/1 lblb$3.42
GFS-BUT-1060Salted Butter 36/1 lblb$3.38

Price lists include GFS letterhead, effective date, and customer-specific terms. PDF includes CME basis note for market-linked items. Lists are version-controlled with audit trail.

PE10 Pricing Analytics & Reporting Margin by Customer/Product / Price Erosion / CME Impact Analysis
Gross Margin by Top Customer
Gross Margin % — Top 8 Customers (May 2026)
Campus (28%)
Valley (26%)
Harbor (24%)
Metro (22%)
Eastern (21%)
Sunrise (18%)
Coastal (16%)
Good Eats (12%)
Price Erosion — Avg Selling Price Trend (Cheese, $/lb)
Jan ($2.34)
Feb ($2.31)
Mar ($2.28)
Apr ($2.24)
May ($2.20)
CME Impact on Margin (Cheese Category)
Jan (22%)
Feb (20%)
Mar (19%)
Apr (18%)
May (16%)
Available Reports
Margin Detail
Full margin analysis by customer, product, tier. Includes CME basis breakdown.
Price Change History
Audit trail of all price changes with approval records and customer notifications.
Competitive Benchmark
Market pricing comparison against regional distributors. Updated quarterly.

Margin reports run nightly from NetSuite transaction data. CME impact analysis compares cost changes vs. price changes to isolate pass-through lag. Price erosion alerts at -5% trend.

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