Template
Deal desk tracker
Discount approvals happen in direct messages and are reconstructed later from memory. This builds a desk with a real queue and a required reason on every decision, so the audit trail exists at the moment of the decision rather than being assembled afterwards.
The sentence that builds it
“A deal desk where reps submit discount requests and a manager approves or rejects them with a required note and an audit trail”
Build this freeOpens with the sentence written. First build free, no card.
What you get
- A submission queue with the deal, the ask, and the justification
- Approve and reject actions that require a written reason
- A full audit trail of who decided what and when
- Turnaround time visible, so the desk itself is accountable
- A link the whole revenue team can work from
Who it is for
RevOps teams formalising discount approvals without buying another system.
Replaces
Use it instead of approvals scattered across direct messages.
It builds around your data, not sample rows
Attach a CSV or an Excel export and the tool is rebuilt around your real columns and rows. Change anything by saying what to change in your own words. Publish it to a link when you want your team to see it.
Build your deal desk tracker