Pricing › LIFT DA Model

Balancing aggressive growth with financial discipline.
Client view
Official Decision
Enter inputs
◇ Break-Even
GP%
Sales Growth
Revenue Growth

Core Inputs

the request + the pricing basis (auto-fills from the SKU)
Volume Assumptions

Pricing Waterfall

three-tier flow — enter any value and the rest calculate
Imp — Dist — Ret —
$
$
$
$
%
%
%
Current Support DA —
Pick a wine to fill the pricing basis.
↗ Requested DA Impact
Requested Support DA —

Approval Criteria

all 3 checks must pass — this is the hard gate
—
GP% Check
—
Need ≥ 25.0%
Sales Growth vs No Support
—
Need ≥ 25.0%
Revenue Growth vs No Support
—
Need ≥ 25.0%
Policy: Programs must clear GP%, sales growth, and revenue growth thresholds. Break-even analysis provides coaching context but does not override this gate.

Volume Comparison

Financial Comparison

Executive Summary

Enter inputs to see the summary.

Break-Even Analysis

coaching context — does NOT override approval criteria
Enter inputs to see break-even.

Quick Read for Sales

🎯All 3 approval checks must be green for a yes.
📊Break-even tells sales what must improve to get there.
🛡️GP% appears once inputs are complete.
📈Revenue growth appears once inputs are complete.
🔧Best levers: lower DA, sell more cases, hold shelf price.
💡Use the gap rows to coach the next version of the ask.

Summary / Notes

capture the commercial takeaway, key risk, and next step
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How to Use This Model

SectionHow to read itWhat drives a yes
AssumptionsEnter last-year cases, TY current forecast, requested DA, FOB, COGS, and the TY no-support case count.Use realistic inputs; aggressive assumptions create false positives.
Volume ComparisonCompare TY current support, TY no-support, TY requested DA, and LY same-period cases.Requested DA should drive ≥ 25% sales growth vs TY no-support.
Financial ComparisonReview the TY scenarios and LY same-period economics across DA, GP%, FOB sales, net sales, and total GP$.Requested DA should hold GP% ≥ 25% and grow revenue ≥ 25% vs TY no-support.
Approval CriteriaThree checks matter: GP%, Sales Growth, Revenue Growth. All must be green.GP% ≥ 25%, Sales Growth ≥ 25%, Revenue Growth ≥ 25%.
Break-EvenCases needed to match current revenue and GP$ at the requested DA.Raise forecast cases, reduce requested DA, or improve price realization.
Salesperson ActionsUse the gap rows to see what needs to improve before resubmitting.Best levers: more cases, smaller DA ask, stronger retail price, better mix, tighter period.