The price waterfall shows the variation in and depth of discounts and rebates. It is a critical visualization for understanding your commercial policy and variation by different market segments and variables. Learn how and why to create them here.
How to create powerful price waterfalls in Excel in clear, step-by-step lessons
Why to avoid Excel's built-in waterfall tool
What You Get
60 minutes of instruction through 8 lessons
Structured Excel workbook to download, follow along, and review completed exercises
Quiz to demonstrate understanding of material at course completion
Course curriculum
1
Welcome
Before we begin...
2
1: Introduction
Price Waterfall worksheet
01 Price Waterfall - Intro
3
2: Which Price?
02 Price Waterfall - Which Price
4
3: Stepping into Excel
03 Price Waterfall - Excel Intro
5
4: Setting Up the PivotTable
04 Price Waterfall - PivotTable Setup
6
5: Manipulating the Data to Create the Graph
05 Price Waterfall - Excel Manual Method
7
6: Using Excel's Built-in Waterfall Chart
06 Price Waterfall - Excel Built-In
8
7: Creating Waterfalls by Market Variable
07 Price Waterfall - Excel Multiple Regions
9
8: Price Waterfall Insights
08 Price Waterfall - Insights and Outro
10
Next steps
Price Waterfall quiz
Before you go...
Instructor(s)
Instructor
Nathan Phipps
Nathan L. Phipps is a Consultant at Wiglaf Pricing and Instructor at the Wiglaf Institute. His areas of focus include pricing transformations, marketing analysis, conjoint analysis, and commercial policy.
Before joining Wiglaf Pricing, Nathan worked as a pricing analyst at Intermatic Inc., where he dealt with market pricing and the creation of price variance and minimum advertised price policies. His prior experience includes time in aerosol valve manufacturing and online education.
Nathan holds an MBA with distinction in Marketing Strategy and Planning & Entrepreneurship from the Kellstadt Graduate School of Business at DePaul University and a BA in Biology & Philosophy from Greenville College. He is a Certified Pricing Professional (CPP).
He is based in Chicago, Illinois.
FAQ
Who is this for?
These courses teach the quantitative skills required to excel in pricing analysis. Analysts on pricing, commercial, sales ops, and finance teams can improve their output via the Wiglaf Institute.
I'm a manager. Why should my team enroll?
Pricing analysis is a critical interstitial function whose goal is improving profitability. It affects, and is affected by, sales, marketing, and finance decisions.
You have many responsibilities. Teams need the right analytical training and skills to make the right decisions.
Train your team all at once and onboard new hires. Increase your team's impact and influence across the organization.
With the Wiglaf Institute, you know your team is equipped to deliver results.
I'm an analyst. Why should I enroll?
Pricing is a growing function across industries and organizations. Be a part of this exciting growth by getting the skills needed to succeed.
By acquiring new hard and relevant skills, you can get ahead of the competition for a new analyst role.
Or, you can increase your value to your current organization and be known as someone who can deliver.
What is your refund policy?
Due to the nature of the product, no refunds will be offered. All sales are final.
Get Started
Level up your analysis skills with this important tool!