Introduction
The discounts feature provides a flexible discount management system for creating promotional offers and special pricing. You can define discounts with various parameters including discount type (percentage or fixed amount), applicability rules, validity windows, and usage constraints. Once configured, discounts appear as selectable options when creating or editing deals, allowing your sales team to quickly apply approved pricing adjustments. The system tracks discount usage and calculates net revenue impact across reporting dashboards.
Key Constraints
When working with discounts, keep these important constraints in mind:
Type specification: Discounts must specify either a percentage value (0–100) or a fixed amount, but not both.
Fixed-amount limits: A discount cannot exceed the deal value when using fixed amounts.
Calculation order: Percentage discounts apply after any quantity multipliers in deal calculations.
Validity windows: Discounts with start/end date validity cannot be applied to deals created outside those windows.
Usage limits: Usage limit constraints (if enabled) are enforced at application time and prevent exceeding configured maximums.
Deletion restrictions: Discounts cannot be deleted if already applied to active deals; instead they must be marked inactive.
Creating and Managing Discounts
When creating a discount, you define the following:
Discount code or name: A unique identifier for the discount
Type: Choose between percentage or fixed amount
Value: The discount percentage (0–100) or fixed amount
Description: Optional details about the discount
Applicability rules: Conditions for when the discount can be used
Optional parameters include:
Start/end validity dates: Define when the discount is available for new deals
Maximum usage count: Limit how many times the discount can be applied
Stage restrictions: Limit the discount to specific deal stages
Role restrictions: Limit the discount to specific user roles
Discounts appear in a searchable list with status indicators (active/inactive), usage statistics, and quick-action edit/archive controls.
Applying Discounts to Deals
When applying a discount to a deal, the system validates that:
The discount is active
The discount is within its validity period
The discount has remaining usage quota
Once applied, the discount calculation is displayed as a separate line item showing the original amount, discount amount, and resulting net value.
Tracking Discount Impact
The reporting dashboard includes a discount metrics section showing:
Total discounts applied
Average discount per deal
Revenue impact broken down by discount type and time period
FAQ Best Practices
When should I create a discount versus a custom deal price?
Discounts should be used for repeatable, reusable pricing adjustments such as seasonal promotions, volume discounts, and loyalty offers. Custom deal prices are appropriate for one-off negotiations or special circumstances.
Can I edit a discount after it's been applied?
Active discounts can be edited, but changes apply only to new deals; previously applied discounts retain their original values. For significant changes, deactivate the old discount and create a new one.
How do I track discount impact?
The reporting dashboard includes a discount metrics section showing total discounts applied, average discount per deal, and revenue impact broken down by discount type and time period.
What happens if a discount expires mid-month?
Deals with expired discounts retain their applied discount value; the discount simply becomes unavailable for new deals. Reports flag expired discounts in active use as a data quality warning.