What I built
I built a suite of guided pricing and profitability tools for Fresh's Sales and Account Management teams to use with clinics.
The tools turn a clinic's own assumptions into a clear view of revenue, product costs, gross margin, overheads, profit and estimated tax. The clinic and account manager can change individual inputs together and compare the effect of different pricing or product decisions.
Problem
Revenue alone does not tell a clinic whether its treatments are profitable. Pricing, product costs, staffing, overheads and appointment volume all affect the result, but those relationships are difficult to inspect in a normal account conversation.
Fresh's commercial teams used their experience to discuss pricing and product mix, but recommendations were harder to explain when every account manager used a different spreadsheet or benchmark.
The tool needed to make the clinic's assumptions and the calculation visible, so the conversation could focus on commercial trade-offs rather than a sales recommendation that felt predetermined.
How I built it
- I translated the clinic operating model into explicit relationships between treatment volume, average price, product mix, direct costs, overheads, tax and profit.
- I built and checked the financial model before designing the interface. That kept the calculations independent from the presentation and made it easier to test edge cases and assumptions.
- I designed a guided workflow around the commercial conversation: establish the current position, change one or more assumptions, compare scenarios and keep the calculation visible throughout.
- I ran representative clinic profiles through the model and compared every result with the underlying calculation. The edge cases exposed missing inputs, ambiguous labels and outputs that needed a clearer explanation before the tool could support a customer conversation.
Value
The tools help clinic owners make better commercial decisions using their own numbers. They can see which part of the operating model is limiting profitability and test a change before applying it to the business.
- Clearer clinic economicsOwners can see how pricing, product costs, treatment mix and overheads combine to determine margin and profit.
- Lower-risk decisionsA clinic can compare pricing or product scenarios before changing what it charges, buys or offers customers.
- More credible guidanceFresh's commercial teams can explain recommendations through visible assumptions and trade-offs, rather than a sales-led claim.