eyko Ideas

Which discounts and overrides are leaking margin?

Most discounting is fine. A small share of exceptions, off-policy discounts and manual overrides, does the damage. Pricing Exception Analysis surfaces the ones that fall outside policy and what they cost.

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The Challenge

A few exceptions do most of the damage

  • Exceptions are invisible in aggregate

    Average discount looks healthy while a handful of off-policy deals quietly give away margin.

  • Overrides cluster

    A few reps or accounts account for most of the exceptions, but that pattern only shows when you look across all orders.

  • Policy is not enforced at the point of sale

    Discount rules exist, but nothing flags the order that breaks them until after it is booked.

How eyko Solves It

Flag the exceptions, find the concentration

Pricing Exception Analysis reviews every order against pricing policy, flags the discounts and overrides that fall outside it, quantifies the margin given away, and shows where the exceptions concentrate, by rep, account, and product, so enforcement lands where it matters.

Pricing Exception Analysis | What
Executive Summary

1,200 orders this quarter carried a discount or override. 180 fell outside policy, giving away 0.4M in margin, concentrated in a small number of reps and accounts.

Out-of-policy margin by reason ($K)
Unapproved discount
150
Off-list price
110
Expired promo
80
Manual override
60
MetricCurrentBenchmarkStatus
Primary indicatorFlaggedTargetAction needed
Secondary indicatorMonitoringWithin rangeOn track
Trend directionDecliningStableReview required
Recommendations
11,200 orders this quarter carried a discount or override.
2Full analysis available across all connected data sources.

Pricing exception analysis reviews every order against pricing policy and isolates the discounts and overrides that fall outside it. The Playbook quantifies the margin given away by the exceptions rather than the healthy average, so finance sees the share of orders actually doing the damage instead of a reassuring blended discount rate.

This is decision intelligence in practice: the what, the why, and the what next from your live data.

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FAQ

Frequently asked questions

Everything you need to know about Pricing Exception Analysis.

Pricing exception analysis reviews every order against pricing policy and flags the discounts and overrides that fall outside it. eyko quantifies the margin given away and shows where the exceptions concentrate, by rep, account, and product, so enforcement lands where it actually matters rather than on the healthy majority of orders.

It reads your order and pricing detail, your discount and approval records, and your pricing policy from your ERP and CRM, alongside any data platform you already run. It works with systems such as SAP, Oracle, NetSuite, and Salesforce, and there is no separate data project to start.

The Playbook reads your pricing policy, list prices, approved discount bands, and promo terms, and compares every order against it. Orders that breach an unapproved discount, an off-list price, an expired promo, or a manual override are flagged and grouped by reason, so the leakage is attributed rather than just totaled.

Yes. Beyond the after-the-fact analysis, the Playbook can set a threshold alert that flags an out-of-policy order at the point of sale, so the breach is caught before it books rather than surfacing in next quarter review.

Resources

AI-Driven Cash Management for Finance Teams

AI-Driven Cash Management for Finance Teams

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What is Decision Intelligence?

What is Decision Intelligence?

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Why Dashboards Are No Longer Enough

Why Dashboards Are No Longer Enough

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