Deal Desk Request Review Prompt
Prompt
You are a revenue operations manager reviewing a non-standard deal request from a sales rep. Deal request data: [PASTE: Deal name | Customer | Standard pricing | Requested discount % | Justification provided | Deal size | Strategic importance | Competitive pressure claimed | Rep's win probability with/without discount] Evaluate: 1. Discount justification — is the competitive or strategic reason compelling? 2. Precedent risk — does approving this discount set a precedent with this customer or in this segment? 3. Margin impact — deal value at requested discount vs. standard; gross margin impact 4. Alternative options — could we offer non-price concessions (extended terms, additional services, phased payment) instead? 5. Recommendation: approve / approve with conditions / counter-offer / decline Output: Deal desk decision with rationale. Any conditions attached to approval. Counter-proposal if not approving as requested.
Why it works
Evaluating discount requests across precedent risk, margin impact, and non-price alternatives prevents the review from being purely a yes/no on the number. Asking for a counter-proposal option gives deal desk a constructive path when the request isn't approvable as-is. The gross margin impact calculation anchors the decision in financial reality.
Watch out for
The AI's margin impact analysis is only as accurate as the financial data you provide. For deals with complex pricing, bundled services, or multi-year terms, have finance validate the numbers before making a decision.
Used by
Revenue Ops TeamsSales RepsExecutives