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Match or Hold Decision Worksheet

A product-by-product worksheet for recording your price, the lowest matched competitor, your floor, your differentiators, and the match, hold, or move-up decision with a review date.

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Reviewed for 2026, updated September 8, 2026.

Price data is not a decision. Once you know a competitor is below you, the real work is deciding, product by product, whether to match, hold, or move up, and writing that decision down so it does not depend on who is working that day. This worksheet gives each tracked product one row with the facts you need in front of you: your current price, the lowest matched competitor and who it is, the floor below which you would rather lose the sale, and whatever makes your offer different, such as stock, shipping, or service.

Fill the floor column from /tools/repricing-floor-price/ so it reflects landed cost and fees rather than a guess. Before choosing to match, run the numbers through /tools/price-match-margin-impact/ to see how much extra volume the cut would need to pay for itself. The first rows below are worked examples with illustrative figures only; replace them with your own products. The reasoning behind each decision type is covered in /blog/match-price-or-hold/ and /blog/stockouts-pricing-opportunity/.

Product and tierYour priceLowest matched competitorFloor priceYour edge (stock, shipping, service)Decision and reasonNext review
Example: 32 oz insulated bottle, tier 1$34.99 (illustrative)Store A at $31.99, currently out of stock$29.50 from the floor calculatorIn stock, ships same dayHold while Store A is out; revisit on restockDaily until restock
Example: replacement filter 2-pack, tier 1$18.99 (illustrative)Store B at $17.49, in stock$15.20 from the floor calculatorNone, identical offer and shippingMatch; expected lift is above the break-even liftWeekly
Example: desk lamp, tier 2$59.00 (illustrative)Store C at $58.00, in stock$44.00 from the floor calculatorLonger warranty, free returnsHold; gap is small and the offer is differentiatedMonthly
Example: phone stand, tier 1$12.99 (illustrative)You are lowest by about $2.50 for six weeks$8.75 from the floor calculatorAlready the lowest, no lost share observedMove up in one small step and watch conversionWeekly
Your product, tier 1Your figureCompetitor name, price, stock statusYour floorYour differentiator, if anyMatch / Hold / Move up, and whyYour date
Your product, tier 1Your figureCompetitor name, price, stock statusYour floorYour differentiator, if anyMatch / Hold / Move up, and whyYour date
Your product, tier 2Your figureCompetitor name, price, stock statusYour floorYour differentiator, if anyMatch / Hold / Move up, and whyYour date
Your product, tier 2Your figureCompetitor name, price, stock statusYour floorYour differentiator, if anyMatch / Hold / Move up, and whyYour date
Your product, tier 3Your figureCompetitor name, price, stock statusYour floorYour differentiator, if anyMatch / Hold / Move up, and whyYour date
MAP-restricted or clearance itemYour figureCompetitor name, price, stock statusMAP floor or clearance targetNot applicableExcluded from rules; manual decision onlyYour date

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