Pillar 01Create gross
Sales and Desking Optimization
Protect gross before delivery.
Follow the spread from target gross through pencil, trade allowance, manager authority, delivery, and later verification.
Trace the deal spreadSignature scene
Deal Spread Waterfall
A representative deal moves from target gross through pencil, discount, trade allowance, manager override, delivered gross, and later-cohort verification, with the configured authority point kept visible.
Representative workflow · Activates only for authorized sources and signed scope
- 01Target grossObserved basis
- 02PencilObserved movement
- 03DiscountObserved movement
- 04Trade allowanceObserved movement
- 05Manager overrideConfigured authority
- 06Delivered grossDelivered state
- 07Later verificationLater cohort
See how the sample state becomes an accountable next decision.
Follow the decision traceRepresentative decision trace
From source signal to a result that holds.
One representative path shows the economic consequence, accountable owner, decision, proof, and later test without exposing the full intelligence catalogue.
Signal
deal and trade source rows
Consequence
observed gross movement
Owner
authorized desking owner
Decision
approve, correct, or escalate
Proof
delivered deal and approval record
Hold test
later deal-cohort gross hold test
Representative signal
Enough context to make the next call.
One example, kept with its authorized source class, native measure, and decision. The full review set is scoped in the signed statement of work.
Target-to-delivered gross movement
- Authorized source class
- Authorized deal, pencil, discount, trade, approval, and delivery records
- Native measure
- Target gross, pencil, discount, trade allowance, and delivered gross
- Decision unlocked
- Approve, correct, or escalate the observed deal spread
Control and proof
The action and the evidence stay together.
- AOperating control
- Route the configured gross exception to the authorized desking owner before delivery or into the dealer-approved review path.
- BProof artifact
- The delivered deal, attributed approval record, and later-cohort recurrence result.
Next decision
Start with the decision worth seeing clearly.
Use a focused mini-audit to identify the source trail, economic consequence, accountable owner, and proof standard for one priority area.
Request the free mini-audit