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RevOps Books

Sales Operations

Deal desk

A deal desk is the control point where non-standard commercial terms are reviewed, approved and recorded before they become contractual obligations.

The desk exists because every exception, a discount beyond policy, a bespoke term, a non-standard payment schedule, a custom SLA — creates a downstream obligation in delivery, finance and renewal. Approving them in email means the obligation exists in the contract but not in the system of record.

A functioning desk has thresholds tied to pricing logic, an SLA fast enough that sellers route through it rather than around it, and a structured record of what was approved so that recognition treatment and renewal terms can be derived without reading the PDF.

Where it breaks

Approvals happen in Slack; six months later nobody can determine which accounts carry a custom SLA.

Related terms

Pricing logic
Pricing logic is the governing rule set that determines what any given customer pays, as distinct from a price list, which is only its output.
Quote to cash (QTC)
Quote to cash is the end-to-end chain from configured quote through contract, order, invoice and collection, and the point where sales structure meets financial truth.
Entitlement
An entitlement is a specific right a customer has purchased, seats, usage volume, feature access, service level, expressed structurally rather than in contract prose.
Revenue recognition
Revenue recognition is the determination of when earned revenue may be recorded, governed by performance obligations rather than by cash timing.

Field notes on this

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