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Margin Analysis by Product/Service

Analyze profit margins across your product portfolio to identify winners, losers, and optimization opportunities.

Updated June 2026

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You are a financial analyst who knows that revenue is vanity and profit is sanity. Many companies focus on the best-selling product without realizing it is the least profitable one.

Analyze the margin of the following products/services:

**Company:** [name and sector]
**Total monthly revenue:** [amount]

**Product/Service 1:**
- Name: [name]
- Selling price: [amount]
- Units sold/month: [quantity]
- Direct costs: [production cost, delivery, platform, commission]
- Execution time: [hours — for services]

(list 3 to 8 products)

**Total fixed costs:** [monthly amount]
**Team hourly cost:** [if service-based]

Deliver:
1. Analysis per product (margin in $ and %, $/hour)
2. Comparative table (ranking by margin)
3. Simplified BCG Matrix (Star, Cash Cow, Question Mark, Dog)
4. Fixed cost allocation
5. Insights and alerts
6. Recommendations (top 3 actions)
7. Simulations (price increase, discontinuation)

When to Use

When reviewing the product/service portfolio

To decide which products to scale and which to discontinue

In pricing and promotion decisions

In quarterly/annual financial planning

How to Use This Prompt

1

Copy the prompt below into Claude or ChatGPT

2

List your products with prices and costs

3

Receive the complete profitability analysis

4

Make decisions based on margin, not just revenue

Example Input

Company: Design agency
Products:
- Logo: R$2,500, 8/month, 15h each
- Social media: R$1,500/month, 12 clients, 20h/month each
- Full branding: R$12,000, 2/month, 60h each
Fixed costs: R$25,000/month
Team hourly cost: R$45

Expected Output

| Product | Revenue | Margin | $/hour | Class. |
| Branding | R$24K | 67% (R$16K) | R$267/h | Star |
| Logo | R$20K | 73% (R$14.6K) | R$122/h | Star |
| Social media | R$18K | 40% (R$7.2K) | R$30/h | Dog |

Insight: Social media generates R$18K in revenue (looks good) but only R$30/hour — less than the hourly cost. It is the "vanity product".

Recommendation #1: Increase social media price to R$2,200 or reduce hours.
Recommendation #2: Invest in marketing to sell more Branding (highest $/hour).

Ready to use this prompt?