---
title: How to Report Using the Pricing Dashboard
description: how-to-report-using-the-pricing-dashboard
---

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1. [Trellis Knowledge Base](https://support.gotrellis.com/en/knowledge-base?hsLang=en)
2. [Dynamic Pricing](https://support.gotrellis.com/en/knowledge-base/dynamic-pricing?hsLang=en)

# How to Report Using the Pricing Dashboard

## Learn how to navigate the Dynamic Pricing Dashboard and analyze performance across pricing plans using filters, metrics, charts, and detailed tables.

#### **Navigation**

To open the pricing reporting view:

1. Go to the **Pricing** dropdown in the left-side navigation panel.
2. Select **Dynamic Pricing** — this opens the Pricing Dashboard.

![](https://support.gotrellis.com/hs-fs/hubfs/undefined-Nov-25-2025-04-35-43-9496-PM.png?width=411&height=271&name=undefined-Nov-25-2025-04-35-43-9496-PM.png)

 

Once the dashboard is open, you’ll see four main components:

1. **Filters & Lenses**
2. **Metrics Table**
3. **Pricing Plans Graph**
4. **Detailed Table Review**

Each section helps you understand how your pricing plans are performing and where to take action.

![](https://support.gotrellis.com/hs-fs/hubfs/undefined-Nov-25-2025-04-36-00-5573-PM.png?width=670&height=377&name=undefined-Nov-25-2025-04-36-00-5573-PM.png)

 

 

#### **1. Filters & Lenses**

The Filters section lets you narrow the data shown in the Metrics Table and Pricing Plans Graph.

### **Strategy Filters**

The first filter group lets you filter[pricing plans by the strategy](https://support.gotrellis.com/en/knowledge-base/dynamic-pricing-strategies-cheat-sheet?hsLang=en)they use, such as:

- Volume-focused strategies
- Balanced strategies
- Margin-focused strategies

This allows you to compare how different strategies are performing against each other (e.g., “How are my volume plans doing vs. my margin plans?”).

![](https://support.gotrellis.com/hs-fs/hubfs/undefined-Nov-25-2025-04-36-13-3563-PM.png?width=670&height=132&name=undefined-Nov-25-2025-04-36-13-3563-PM.png)

### **Category & Tag Filters**

The second filter group allows you to filter pricing plans by:

- Product category
- Assigned pricing plan tags

This helps you drill into specific segments, such as reviewing performance for a specific brand, division, or product grouping.

![](https://support.gotrellis.com/hs-fs/hubfs/undefined-Nov-25-2025-04-36-21-8154-PM.png?width=620&height=146&name=undefined-Nov-25-2025-04-36-21-8154-PM.png)

#### **2. Metrics Table**

The [Metrics Table](https://support.gotrellis.com/en/knowledge-base/dynamic-pricing-dashboard-glossary?hsLang=en) gives you a high-level view of your pricing plan performance.

Key metrics include:

### **Gross Contribution Dollars (GCD)**

If positive, GCD shows revenue gained from price increases.  
If negative, it becomes **Volume Retention Cost (VRC)**, reflecting revenue lost due to price decreases.

### **Sales Above Forecast**

Measures how actual sales compare to expected sales based on forecast models.

### **Units Above Forecast**

Shows how many more (or fewer) units were sold compared to forecasted units.  
This metric effectively represents the impact of price changes on **conversion rate**, expressed in unit terms.

For detailed definitions, see:  
**DP Dashboard Glossary**

 

#### **3. Pricing Plans Graph**

The Pricing Plans Graph plots each pricing plan across two axes:

- **GCD** (value impact of price changes)
- **Incremental Units** (conversion impact of price changes)

The graph has four quadrants:

### **Green Quadrant — GCD Up, Units Up**

Price ↑ and demand ↑ simultaneously.  
Indicates strong plan performance.

### **Blue Quadrant — GCD Up, Units Down**

Price ↑ but demand ↓.  
Typical of **margin-focused** strategies aiming for higher profitability.

### **Orange Quadrant — Units Up, GCD Down**

Volume ↑ but price ↓.  
Typical of **volume-focused** strategies aiming to boost unit sales.

### **Red Quadrant — GCD Down, Units Down**

Both value and demand ↓.  
Plans here require attention and potential adjustments.

This graph is the fastest way to identify which plans are outperforming or underperforming.

**![](https://support.gotrellis.com/hs-fs/hubfs/undefined-Nov-25-2025-04-36-45-0730-PM.png?width=670&height=510&name=undefined-Nov-25-2025-04-36-45-0730-PM.png)**

 

#### **4. Detailed Table Review**

The bottom portion of the dashboard includes a full table of all pricing plans and their performance details.

In this section, you can:

- Sort any column
- Filter by any relevant attribute
- Review SKU-level and plan-level pricing changes
- Identify trends or anomalies in plan performance

Just like all tables in Trellis, you can customize the view to focus on the metrics that matter most to you.

### Video Walkthrough - How to Read the Dynamic Pricing Dashboard

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