Pricing Request Form
- Excel (VBA)
- Excel (UserForms)
- →Used by 30+ sales leaders across 15 APAC countries
- →Pricing logic and UI built in Excel VBA over a cleaned data layer
- →Cut commercial-to-finance back-and-forth on pricing
Context
This was one of my first projects. Sales teams across APAC needed a fast, consistent way to price an iTero scanner deal: given a market, subscription package, product type, and software type, what is the revenue, the cost, and the gross margin once standing promotions, manual discounts, and other adjustments are applied. Getting that answer usually meant a round trip to finance.
Building the data layer first
The inputs were scattered across several files in different formats. I consolidated and cleaned them, added primary keys where they were missing, and turned the result into a set of linked reference tables the calculator could read from.
The calculator
On top of that I wrote the pricing logic in VBA and wrapped it in a UserForm, so a salesperson works through dropdowns and sees the net price update as they change the configuration. It handles promotion codes, manual discount entry, and ad hoc adjustments, and surfaces the floor and ceiling price for a given setup.
Result
It is now used by more than 30 sales leaders, including territory managers and commercial directors, across 15 APAC countries. It standardised how deals are priced, gives sales a defensible reference point when a customer asks for a discount, and took a lot of the back-and-forth with finance out of the process.