Finance Management

Protect and maximise your margins on sales with pricing and discounting controls

  • Profit Calculator

    Instant visibility of product margins when adding line items

  • Finance Schedules

    Spread opportunity amount between start and end dates on line items to distribute revenue across different months based
    on number of days in the month

  • Price Lock For Salesforce Products

    Prevents a user from changing the sales price of an individual product when they have permissions to change all sales prices

  • Segmented Pricing Controls

    Control pricing of Account groups and Product groups with simple administration