Real-time margin guardrails on every quote, every override, every contract amendment. Block the bleed before the deal is signed — and sign off when the math actually works.
Margin trend, pricing rails, and live alerts — composited into one view your CFO and reps both read.
Every override looks defensible in isolation. But across 4,000 quotes a quarter, you're hemorrhaging margin and nobody can pinpoint where.
The six capabilities that make this module work end-to-end. Pick any one as your starting point — they compound.
Set thresholds by deal size, margin delta, or customer segment. Route to manager → director → CFO with auto-escalation on inactivity.
Define hard floors (block) and soft floors (warn) by SKU, region, or contract type. Reps see the rule that fired, not just a 'no'.
Every approval captures the requester, approver, business reason, and signal at time of decision. Replay any override in full context.
See which territories, products, or reps are eroding margin in real time — drill from a 600bps gap to the seven quotes that caused it.
Per segment, the model finds the price-to-win curve. Where reps are leaving margin on the table, where they're pricing themselves out.
Strategic deals — competitive replacements, lighthouse customers — flagged differently than transactional discounts. Both tracked, both reportable.
When a rep hits Save, Margin Protect runs four checks before the quote leaves the building. Block, warn, route, or pass — every decision logged, every signal preserved.
Pull segment, geo, SKU, and contract-type floors from Cost Engine + policy.
~12msQuote vs cost, all-in, including freight, install, and finance carry. Confidence band on volatile inputs.
~8msAuto-pass, soft-warn (justification field), hard-block, or escalate to the right approver based on the delta.
~14msTamper-evident log: requester, approver, signal, rule fired, business reason. Audit-ready from this moment forward.
~6msMargin Protect runs against policy you write in plain language. No black boxes, no special syntax — and every quote shows exactly which rule fired and why.
Policy is layered: segment floor, geo override, SKU floor, contract-type minimum, and approver routing. The engine applies them in order; humans only see what the policy can't decide on its own.
# Margin Protect · Floors & Routing when account.segment = "enterprise": margin_floor = 28% when account.segment = "mid-market": margin_floor = 32% when sku.family = "hardware": margin_floor = max(floor, 22%) when margin < floor − 600bps: block + require "strategic_deal" tag route → cfo when margin < floor: warn + require "reason" route → vp_ops # Last edited: M. Okafor · 9d ago
Salesforce CPQ, HubSpot, Dynamics — read quote, write decision.
Live cost basis — no stale ERP snapshots driving your floors.
Approvers act in-channel with one-click approve / counter / deny.
Every override flows to Govern's audit log — tamper-evident, signed.
We'll run them through Margin Protect and show you exactly how many would have been blocked, escalated, or auto-approved — with the margin you'd have recovered.