Idea Book: Pricing Engine

Per strategy card: quantitative fields live nested under each pricing strategy card; pick the active card to edit. Reporting currency and engine lock stay on this step row.

Pricing Engine is where you set reporting currency (global) and, for each strategy card, a full quantitative engine: stage, positioning, method-specific assumptions, pricing status, competitor excerpt from Market Landscape when available, and an AI strategic summary. Use the dropdown to choose which strategy card is active — exports and venture context use the active card’s engine plus global currency.

Where to open it

In-app: Open this section in the Idea Book (Plans → Idea Book).

UI at a glance

Roadmap shows which Idea Book steps are complete, next, or locked behind prerequisites.
Section body is the structured form for this step; scroll for extended fields where offered.
Use Save as you go; watch for AI on individual fields or bulk enrich in the section header when enabled.

AI and automation

AI drafts from other Idea Book fields so wording stays consistent across steps. It does not replace customer discovery — pair with Validation when you need evidence. Pricing steps apply explicit locks that can disable AI until you unlock them.

Data and persistence

Stored with your venture’s Idea Book row for this step; downstream plans (GTM, Sales, Marketing, and others) may read these fields for gates and suggestions.

Getting started

Open the section when the roadmap shows it as available (complete prerequisite fields first if it’s locked).
Capture key fields before long-form prompts so AI and exports stay coherent.
Save before you jump to another section; revisit after validation or pricing changes.

Overview diagram: reporting currency, Strategy Setup and Pricing Engine, strategy lock vs engine lock, and when section-header AI enrich all is disabled

Reporting currency

Choose your venture reporting currency before leaning on AI or exports. Changing it rewrites currency on strategy cards (Strategy Setup) to match. While the engine lock is on, the currency selector is disabled.

Progress and checklist

The header shows filled / total fields — the checklist depends on the pricing method (Cost-Plus, Value-Based, Competitor-Based, Subscription).

Editor vs Summary (tabs): Editor shows the active strategy card’s quantitative fields and calculators; Summary gives a cross-card portfolio-style readout across strategies.
Engine lock: Persists as pricingenginelocked. When locked, stage, business model, positioning, method, engine inputs, pricing status, Suggest assumptions, and Generate strategic summary are blocked; server-side engine AI calls return locked. Default-on until you explicitly unlock (same semantics as the strategy card lock).
Pricing context: Pill selectors for stage (Hypothesis through Revenue Active) and venture business model (SaaS, Marketplace, Physical Product, Services, Hybrid).
Market positioning: Four tiles (Premium, Mid-Market, Budget, Disruptive). If Market Landscape includes key competitors, a read-only excerpt surfaces here.
Pricing method: Four method cards; Recommended badges combine business model, stage, and Problem Discovery product types. Hybrid ventures may see a blend hint when multiple methods apply.
Engine body: The calculator block changes with the method. Use Suggest assumptions to pre-fill numbers when the engine is unlocked.
Decision layer: Pricing status pills (Hypothesis → Needs Revision) plus guidance, then AI strategic summary with generate and rendered output.

Locks and section header “AI enrich all”

AI enrich all on this page targets engine fields. The Pricing Strategy page has psstrategiesailocked for cards. Bulk enrich is disabled only when both locks are engaged.

Access and prerequisites

Complete Pricing Strategy cards when your journey expects them; GTM and several tools may require both steps. Deep links assume sign-in and AI workspace onboarding.

Why it matters

This row is the quantitative spine exports and future financial tooling read first — keep assumptions honest and consistent with your strategy cards.

Open this section in the Idea Book