Siebel Deal Management Workbench User Guide > Assessing a Deal and Using Siebel Deal Management Workbench > About Assessing a Deal >

How Siebel Deal Management Indicates If Line Items Are Within Pricing Guidelines

Siebel Deal Management flags each line item in a proposed deal indicating whether the proposed price is within established pricing guidelines. Under the GL (guideline) column, Siebel Deal Management places one of the following flags inline for each deal line item:

• Red square. The proposed price is at or below the minimum constraining guideline.
• Yellow square. The proposed price is at or below the minimum recommended guideline.
• Green square. The proposed price is above all constraining and recommended guidelines.

When Siebel Deal Management (Quote screen) flags that a proposed deal line item is below a guideline price, the sales representatives must adjust the pricing or request assistance from the price approver for a price exception or guidance on a better price.

The price approver then can go directly from viewing an exception line item in Siebel Deal Management to Siebel DMW to evaluate how good or bad the deal is for that segment.

A segment is a category of customers that have similar business purchasing characteristics. Certain "preferred" customers may receive better pricing than smaller, or less important customers, and be categorized in the same segment for that reason.