Made by@dealdeskDiscount approval check
@dealdesk/discount-approval-check
Check a deal against your own approval policy file and get the list of who must approve and why: discount ladders, payment terms, billing frequency, term length, free months, non-standard terms, and deal size. Also shows how much room is left before the next approval.
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- 1{
- 2 "name": "Standard approval policy (edit me)",
- 3 "approvers": ["Sales manager", "VP Sales", "Finance", "Legal", "CFO", "CEO"],
- 4 "rules": [
- 5 { "id": "discount-15", "group": "discount", "when": [{ "metric": "discount_pct", "op": ">", "value": 15 }], "approver": "Sales manager", "reason": "Discount over 15%" },
- 6 { "id": "discount-25", "group": "discount", "when": [{ "metric": "discount_pct", "op": ">", "value": 25 }], "approver": "VP Sales", "reason": "Discount over 25%" },
- 7 { "id": "discount-40", "group": "discount", "when": [{ "metric": "discount_pct", "op": ">", "value": 40 }], "approver": "CFO", "reason": "Discount over 40%" },
- 8 { "id": "line-discount-50", "when": [{ "metric": "max_line_discount_pct", "op": ">", "value": 50 }], "approver": "VP Sales", "reason": "A single line is more than 50% off" },
- 9 { "id": "payment-terms", "when": [{ "metric": "payment_terms_days", "op": ">", "value": 30 }], "approver": "Finance", "reason": "Payment terms longer than Net 30" },
- 10 { "id": "billing-frequency", "when": [{ "metric": "billing_frequency", "op": "in", "value": ["monthly", "quarterly"] }, { "metric": "acv", "op": ">=", "value": 25000 }], "approver": "Finance", "reason": "Non-annual billing on a deal of $25k ACV or more" },
- 11 { "id": "long-term", "when": [{ "metric": "term_months", "op": ">", "value": 36 }], "approver": "Finance", "reason": "Term longer than 3 years" },
- 12 { "id": "free-months", "when": [{ "metric": "free_months", "op": ">", "value": 0 }], "approver": "VP Sales", "reason": "Free months included" },
- 13 { "id": "nonstandard-terms", "when": [{ "metric": "nonstandard_terms", "op": ">", "value": 0 }], "approver": "Legal", "reason": "Non-standard contract terms" },
- 14 { "id": "mfn", "when": [{ "metric": "mfn", "op": "is_true" }], "approver": "CFO", "reason": "Most favored customer pricing clause" },
- 15 { "id": "large-deal", "when": [{ "metric": "acv", "op": ">=", "value": 250000 }], "approver": "CEO", "reason": "ACV of $250k or more" }
- 16 ]
- 17}