Table 1From “A deal desk is a selection system”
A deal desk has two jobs
Approval is the visible action. Selection and learning are the effects that need their own fields.
Table 1A deal desk has two jobs
| Job | Visible record | Hidden effect | Evidence to retain |
|---|---|---|---|
| Commercial control | Approval, discount, term and exception | Sellers learn which deals and concessions are admissible | Original request, not only final terms |
| Selection | Opportunity enters, changes path or exits | The approved population differs from the funnel population | Rejected, withdrawn and desk-bypassed opportunities |
| Relationship protection | Fit, handoff and ownership discussion | A deal can be financially attractive and operationally fragile | Sponsor, service burden and relationship map |
| Learning | Reason code and outcome review | The desk can improve future qualification or merely add delay | Post-sale outcome linked to original decision |
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Source: Author's operational synthesis of the pricing, sales relationship and retention literature cited below.

From the essay
Revenue operations & AI
A deal desk is a selection system
A deal desk does more than approve discounts. It changes which opportunities reach the forecast, the customer base and the retention number.
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