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      How to set Quarterly Miminum Rates

      The Quarterly Minimum Rates feature in ShareBuilders Pricing allows users to set rate minimums that align with quarterly budget cycles. This feature offers a streamlined process for adjusting rates based on each quarter's unique pacing.

      Key Benefits

      • Quarterly Customization: Adjust minimum rate settings for each quarter, allowing for strategic pricing that reflects seasonal market demands.
      • Enhanced Flexibility: Shift rate minimums dynamically without the need for a complete reconfiguration of pricing models each quarter.
      • Improved Accuracy: Apply precise rate minimums to achieve revenue targets more accurately, informed by quarterly insights and budget pacing.

      How to Implement Quarterly Minimum Rates

      1. Navigate to the Pricing Module: Open ShareBuilders Pricing and access the settings where rate minimums are managed.
      2. Toggle on Enable Minimum Rates: In the rate settings, to begin setting specific minimum rates for each quarter.
      3. Set Minimum Rates*: For each quarter, enter the desired minimum rates that will automatically apply to the rate cards generated within that quarter.
      *Please note: Once minimums are set, even when Enable Minimum Rates is untoggled, it will toggle on and the mins will populate when the next rate card update is sent from ShareBuilders, to remove them untoggle Enable Minimum Rates again.

      Best Practices

      • Regular Review: Revisit quarterly minimum rate settings at the end of each quarter to align with changing market trends and performance insights.
      • Data-Driven Adjustments: Leverage ShareBuilders’ forecasting tools to analyze quarterly data and adjust minimum rates proactively.
      • Stakeholder Alignment: Coordinate with finance and sales teams to ensure quarterly minimum rate settings align with broader revenue goals and market strategies.

      Frequently Asked Questions

      Q: Can I change quarterly minimum rates mid-quarter?
      A: Yes, quarterly minimum rates can be adjusted mid-quarter if market conditions change or if performance analysis suggests adjustments are necessary.

      Q: How do quarterly minimum rates affect overall annual pricing?
      A: Quarterly minimum rates provide flexibility within the fiscal year, allowing for adjustments that respond to quarterly demand changes. These changes contribute to achieving the annual pricing strategy without requiring full-year rate changes.

      Q: Who should I contact if I need assistance setting up quarterly minimum rates?
      A: For further assistance, reach out to the ShareBuilders Client Services team via helpdesk@share-builders.com or your assigned ShareBuilders Pricing consultant.