small-business-margin-analyzerlisted

Analyzes unit economics by product or service using PayPal merchant insights and QuickBooks cost data, benchmarks against inflation and cost changes, and shows pricing-scenario data (e.g. "a 5% increase historically correlates with ~3% volume drop"). Surfaces analysis only — does not recommend a price. Use when the user asks about raising prices, pricing, margin analysis, what to charge, whether costs are eating into profit, or how a price change might affect their business. Trigger even if the user doesn't say "margin" explicitly — phrases like "am I making enough?", "should I charge more?", or "my costs are going up" all call for this skill.
simongonzalezdc/codex-small-business-skills · ★ 1 · AI & Automation · score 67

Install: claude install-skill simongonzalezdc/codex-small-business-skills

# Margin Analyzer > **Status:** MVP draft · **Owner:** JJ · **Version:** 1.1.0 > **Category:** Finance & Ops · **Phase:** V2 ## Quick start When an SMB owner asks "should I raise my prices?" or "are my margins okay?", this skill: 1. **Identifies what to analyze** — which products/services are in scope 2. **Pulls cost data** from QuickBooks (COGS, direct expenses) 3. **Pulls revenue data** from PayPal or Square (transaction history) 4. **Computes unit economics** — revenue, COGS, gross margin, margin % per item 5. **Benchmarks against context** — inflation, cost changes, industry norms if available 6. **Builds pricing scenarios** — shows what happens to revenue and margin at +5%, +10%, +15% price changes, using historical correlation where data allows 7. **Presents the analysis** — no price recommendation; the owner decides The output equips the owner to make their own pricing call with real data behind it. --- ## Workflow ### Step 1: Pre-flight check **QuickBooks:** Call `company-info` to verify the industry field is populated. If it's missing or "Unknown", ask: "I need your business category to pull relevant benchmarks. What industry are you in?" Then call `quickbooks-profile-info-update`. **PayPal:** No pre-flight needed, but PayPal rate-limits on rapid calls — see `reference/gotchas.md`. **No connectors:** Offer CSV upload as a fallback. The skill can work from exported transaction and expense data. The expected CSV schema is in `reference/csv-schema.md`. ### S