Workflow Inputs
- Opportunity and line-item history by region, segment, and rep.
- Discount policy thresholds and margin targets.
- Time-based variance windows for trend detection.
Solution
Pricing Integrity for Revenue and Finance Teams
Surface pricing variance early, quantify margin exposure, and route actions to accountable owners with deterministic evidence from Salesforce data.
Workflow Outputs
- Out-of-band pricing alerts with record-level evidence.
- Discount drift trend summary by territory and account class.
- Owner-tagged action list for remediation and standardization.
Expected Business Impact
Reduce silent leakage, shorten pricing review cycles, and strengthen confidence in margin governance discussions.
FAQ
What does this workflow detect?
The workflow flags out-of-band pricing, abnormal discount movement, and below-target margin patterns with source-record traceability.
Can finance teams validate every result?
Yes. Deterministic metrics are presented separately from generated narrative and include run metadata for audit review.