Deal Desk Pro — Review Complex Deals Before They Become

Deal desk review — illustrative, not approved

Economics: $12,000 − $7,000 = $5,000 contribution before unestimated custom-reporting cost and other omitted expenses. Known-cost margin = $5,000/$12,000 = 41.67%, not final deal margin. Markup on known cost is different: $5,000/$7,000 = 71.43%. Neither establishes profitability after custom work.

Scope exception: custom reporting has no verified effort, capability or owner commitment. Risk: delivery overrun and ambiguous acceptance. Require defined deliverables, acceptance, effort/cost estimate and approved delivery owner before promise.

Payment exception: 90 days after invoicing is proposed, not approved. Cash timing differs from fee or bookings. Finance should review funding, collection and billing feasibility under actual policy; no tax or enforceability conclusion made.

Approval matrix: delivery review for custom scope; finance review for economics and payment exception. Supplied policy requires both; status UNAPPROVED. Legal/commercial review may be needed for terms but is not fabricated as a supplied requirement.

Recommendation: revise/escalate before commitment. Obtain custom-cost estimate and clear scope, recalculate full economics, evaluate payment options and document exception rationale. Any material change requires re-review under policy.

Open evidence: final SOW/quote, additional costs, billing mechanics, capacity, customer acceptance requirements and actual approval authority. No ARR classification or legal guarantee inferred from a one-year fee.

Execution notes: internal draft only; no quote sent, contract signed, approval granted or billing system updated.