Sales Discount Matrix & Promo - EntiHub Documentation

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Sales Discount Matrix & Promo

CPQ and AI sales assistants need the same discount matrix and promo rules that Decision Governance enforces.

Why this is needed

CPQ, CRM, and agents disagree on max discount.
Promo stacking rules are tribal.
Pairs tightly with Decision Governance.

Proposed entities in EntiHub

Governance settings

Setting	Recommended value	Why
`approvalRequired`	`true`	Discount matrix changes need Sales Ops/Finance.
`historyEnabled`	`true`	History of promo windows.
`allowSameAuthorApproval`	`false`	Maker/checker separation for sensitive changes.
`deletedRetentionDays`	`90` (or higher)	Soft-delete retention for auditability.

Entity definition (YAML sketch)

name: discount_matrix
displayName: Discount matrix
domain: Sales
description: Discount matrix
version: "1.0.0"
approvalRequired: true
historyEnabled: true
deletedRetentionDays: 90
displayRefColumn: matrix_code
uniqueConstraints:
  - name: uq_discount_matrix_matrix_code
    columns: [matrix_code]
columns:
  - name: matrix_code
    dataType: string
    nullable: false
    maxLength: 64
  - name: channel
    dataType: string
    nullable: false
    maxLength: 32
  - name: segment
    dataType: string
    nullable: false
    maxLength: 32
  - name: max_discount_pct
    dataType: decimal
    nullable: false
  - name: promo_code
    dataType: string
    nullable: true
    maxLength: 32
  - name: effective_from
    dataType: date
    nullable: false
  - name: status
    dataType: string
    nullable: false
    maxLength: 16

YAML sketches

Sketches highlight the important fields and governance flags. Trim or extend columns to match your domain. See Setup Entity for the full YAML reference.

Sample data

matrix_code	channel	segment	max_discount_pct	promo_code	effective_from	status
DM-DIR-ENT	direct	enterprise	20		2026-01-01	active
DM-DIR-ENT-WIN	direct	enterprise	35	WINBACK26	2026-01-01	active

Benefits for the company

CPQ and agents share one matrix.
Promo eligibility is explicit.
Escalations align with decision rights.