Pre-Close Deal Economics and Approval Routing
Get a quantified deal scorecard, contract risk flags, and an approval route tied to your commercial policy and human owners.
Before & after
Same prompt, same agent — the only difference is the skill.
I can help you review this enterprise deal with a 40% discount and 3-year commitment. To give you a proper analysis, I'd need some details. What's your standard annual price for this customer? What's their annual contract value after the discount? Also, what's your typical gross margin on deals, and is there any risk in this specific customer (credit checks, geopolitical concerns)? I could look at the discount impact and the multi-year payment terms, but I'd also want to flag anything risky in the contract itself. Do you want me to assess whether this needs to go to your VP Sales or CFO for approval? Let me know the specifics.
DEAL REVIEW: ENTERPRISE ACCOUNT DEAL PARAMETERS • Customer: TechCorp Inc (Series C, 50M ARR) • ACV (before discount): 180,000 • Discount: 40% (Year 1: 108k, Years 2-3: 130k with 4% annual escalator) • Total contract value: 370,000 over 3 years • Payment: Net 60 (quarterly invoicing) FINANCIAL SCORING Gross Margin Impact • Your product COGS: 25,000 annually per customer • Discounted revenue Year 1: 108,000 • Margin Year 1: 77% (healthy) • Standard margin at list: 86% → Margin loss vs. list: 9 percentage points Customer Lifetime Value • Gross profit over 3 years: 278,000 (after COGS) • Blended discount: -30% vs. list • Churn risk: Medium (enterprise sticky) → LTV justification: Moderate. Acceptable if upsell/expansion likely. RISK ASSESSMENT DISCOUNT RISK: RED • 40% discount exceeds AE authority (Max: 25%) → Route to Sales Director for approval • Precedent risk: If granted, next prospects demand similar discount CONTRACT REVIEW: YELLOW FLAGS ✓ Standard MSA (mutual indemnity, NDA) ✓ Data Processing Agreement included ✓ SOC 2 compliance certified ✗ Uncapped indemnity clause (Section 4.2) → RED: Rewrite to cap at 12 months fees ✗ Most Favored Nation clause (Section 6.1) → RED: Remove or limit to publicly marketed features only ✗ Perpetual license-back if you cease business (Section 3.4) → YELLOW: Negotiate to 12-month wind-down period ✓ DPA is modern (GDPR compliant) PAYMENT TERMS RISK: GREEN • Net 60 is standard for enterprise • Quarterly invoicing reduces cash flow gap • No unusual holdback or escrow clauses CREDIT RISK: GREEN • TechCorp D&B score: 85 (strong) • No history of payment disputes • Series C funding reduces insolvency risk ROUTING RECOMMENDATION → ESCALATE TO: Sales Director + Legal Discount approval: Sales Director (40% exceeds AE limit) Contract redlines: Legal (uncapped indemnity, MFN clause) Final sign-off: VP Sales DECISION GATE → Proceed only if all three conditions met: 1. Discount capped at 35% OR expanded to 4-year contract 2. Indemnity capped at 12 months fees 3. MFN clause removed Note: This is analysis only, not approval. Financial/legal advice should come from your leadership team.
About this skill
Sales wants an exception, the customer has redlined the contract, and the signature deadline is approaching. Get the actual economics, the clauses that need attention, and a clear route to the people authorized to decide.
What it does
- Reconciles line-item discounts, free months, waived fees, and year-by-year pricing into comparable deal economics.
- Calculates margin and contribution using stated cost definitions, with missing inputs and sensitivity ranges exposed.
- Separates contract value from invoice timing, cash collection, and cancellation exposure.
- Flags uncapped indemnity, MFN obligations, perpetual license-back rights, and unresolved data-processing requirements.
- Applies your approval matrix across pricing, finance, legal, and privacy exceptions without letting a low overall score hide a blocker.
- Builds an approval handoff with evidence, proposed conditions, and actual human owners or clearly marked assignment gaps.
What you get
A deal-specific scorecard with reproducible calculations, contract exceptions, signature holds, negotiation options, and an approval routing table. Quick questions receive a compact assessment; complete deal packets receive a decision-ready handoff.
Best for
Account executives, sales operations, revenue leaders, finance partners, and legal teams reviewing nonstandard B2B deals before signature.
SKILL.md preview
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name: pre-close-deal-economics-and-approval-routing
description: Review one pre-close deal by reconciling concessions, calculating economics and cash timing, triaging contract exceptions, and mapping each exception to a human approval owner under the supplied policy. Use when the user says "review this deal before close", "sales wants a bigger discount", "is this deal still profitable?", "the customer redlined our MSA", "who needs to approve this exception?", "our discount approvals keep bouncing around", or "find the landmines before we sign".
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# Pre-Close Deal Economics and Approval Routing
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