Daily/Weekly Tasks
Use this blueprint to delegate and manage daily and weekly tasks for various departments. All steps in the blueprint as...
9 steps
8 automations
Other TaskManagement
Sales operations workflow for Tallyfy
Approve discounts without margin erosion
Sales teams often promise discounts without checking policies or getting proper approval, eroding margins and creating inconsistency. This template ensures every pricing exception goes through the right review before anyone commits to a customer.
2 steps
Run this workflow in Tallyfy
1
Import this template into Tallyfy and assign salespeople to review discount policy before calculating any pricing exceptions 2
Configure 5-day deadlines in Tallyfy for both the policy review and volume pricing calculation steps to prevent deals from stalling 3
Run every pricing exception through Tallyfy so finance knows what discounts were approved and you can track margin impact Process steps
1
Review discount policy
5 days from previous step
Check your current discount guidelines before agreeing to anything. Know your floor price and maximum discount percentage. If the request falls outside policy, you will need approval from a manager. Never promise something you can not deliver.
2
Calculate volume pricing tiers
5 days from previous step
Work out the price breaks for different order quantities. Volume discounts should reward larger orders while still protecting your margins. Be specific about the thresholds - vague promises cause problems later.
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