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magnus919_agent-skills/financial-modeling/templates/pricing-decision-record.md
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Magnus HedemarkGitHubfactory-droid[bot] <138933559+factory-droid[bot]@users.noreply.github.com>
a45952d9c1 fix(skill): guard churn prints in saas-metrics human-readable output (#259)
* feat(skill): beef up financial-modeling with templates/scripts/evals

Add a schema-valid eval manifest (6 cases: unit-economics review, pricing
decision, fundraising scenario, SaaS metrics interpretation, model sanity
check, runway and burn analysis), four fillable templates (unit-economics
record, pricing decision record, fundraising scenario, model sanity
checklist), a stdlib SaaS-metrics calculator (ARR, monthly and annualized
logo churn, NDR, Rule of 40) with a unittest suite, and a README Quick
Start documenting the script. Closes #241.

Co-authored-by: factory-droid[bot] <138933559+factory-droid[bot]@users.noreply.github.com>

* fix(skill): guard churn prints in saas-metrics human output

print_human indexed monthly_logo_churn_pct and annualized_logo_churn_pct
unconditionally while compute_metrics only populates them when churn
inputs are given, so human-readable runs without churn inputs (--mrr
alone, --mrr + NDR, --mrr + growth/margin) crashed with a KeyError (exit
1), violating the script's documented 0/2 exit-code contract. Guard both
churn print lines with `if 'monthly_logo_churn_pct' in metrics:`,
mirroring the existing NDR and Rule-of-40 guards, and add a regression
test class covering human output with churn omitted.

Co-authored-by: factory-droid[bot] <138933559+factory-droid[bot]@users.noreply.github.com>

---------

Co-authored-by: factory-droid[bot] <138933559+factory-droid[bot]@users.noreply.github.com>
2026-08-03 15:47:17 -04:00

2.2 KiB

Pricing Decision Record

Fill this record for any pricing, packaging, or price-change decision. Treat the decision as a hypothesis to test: state the goal, show the unit-economics trade-off, define the test, and record what will be monitored after rollout.

Decision Under Consideration

  • Pricing question: [fill: e.g. raise the $100/month tier to $120/month]
  • Goal: [fill: conversion, margin, expansion, cash collection, or a target segment]
  • Currency and period convention: [fill: e.g. USD, monthly]
  • Prepared by / date: [fill: name or handle, YYYY-MM-DD]

Options and Unit Economics

For each option, record the inputs and the resulting economics on one basis.

Option Price Gross margin % Monthly churn % Simple LTV LTV/CAC CAC payback (months) Notes
Current [fill: amount] [fill: %] [fill: %] [fill: result] [fill: result] [fill: result] [fill: notes]
Proposed [fill: amount] [fill: %] [fill: %] [fill: result] [fill: result] [fill: result] [fill: notes]
Alternative [fill: amount or n/a] [fill: %] [fill: %] [fill: result] [fill: result] [fill: result] [fill: notes]
  • Trade-off summary: [fill: which option wins on which metric and why]
  • Revenue, contribution margin, retention, and cash timing effects: [fill: assessment]

Test Plan

  • Cohort definition (new customers, controlled segment, existing-customer treatment): [fill: description]
  • Contract obligations and grandfathering: [fill: what existing contracts require]
  • Observation period: [fill: start and end dates]
  • Metrics to track: [fill: conversion, discounting, activation, retention, support demand, contribution margin, cash timing]
  • Comparison baseline: [fill: contemporaneous control or historical baseline with seasonality/channel adjustments]

Decision and Monitoring

  • Decision: [fill: proceed, revise, or hold; with the explicit trade-off accepted]
  • Rollout plan: [fill: phased or full; which segments]
  • Post-rollout monitoring: [fill: cohorts and metrics to watch, with dates]
  • Rollback trigger: [fill: what observed outcome would reverse the decision]