Pricing · CFO-owned
Discount register
Every discount given in the last 12 months, its reason and when it ends. A standing discount with no standing reason is worth a review.
SyntheticIllustrative
Announced increase
6%
Synthetic rate letter
Realized increase
-7%
Proxy: fee per invoice, continuing clients
Absorbed by discounts and write-downs
13%
Announced minus realized
Discounts without expiry
8
18 clients with discounts
| Client | Reason | Discount | Invoices | Given, 12 mo | Expiry |
|---|---|---|---|---|---|
| Copperleaf Pharma | Rate freeze | 16% | 2 | $33K | No expiry — review |
| Tidewater Ports | Panel terms | 9% | 2 | $18K | 2027-03-01 |
| Brightpath Education | Rate freeze | 18% | 1 | $13K | No expiry — review |
| Novaline Chemicals | Matter budget cap | 8% | 1 | $12K | 2027-03-01 |
| Ironclad Manufacturing | Rate freeze | 9% | 1 | $9K | 2027-06-01 |
| Quarry Construction | Pitch concession | 8% | 1 | $9K | No expiry — review |
| Bayline Health | Relationship goodwill | 17% | 1 | $9K | 2027-04-01 |
| Larkspur Fashion | Volume agreement | 16% | 1 | $8K | No expiry — review |
| Maple & Main Co. | Matter budget cap | 14% | 1 | $7K | 2027-02-01 |
| Ridgeway Auto | Rate freeze | 16% | 2 | $6K | No expiry — review |
| Seabright Insurance | Relationship goodwill | 11% | 2 | $6K | 2027-06-01 |
| Pinecrest Schools | Volume agreement | 8% | 1 | $5K | No expiry — review |
| Juniper Analytics | Matter budget cap | 20% | 2 | $4K | 2027-03-01 |
| Harborview Hotels | Matter budget cap | 12% | 1 | $3K | 2027-04-01 |
| Granite Peak Mining | Relationship goodwill | 18% | 2 | $3K | No expiry — review |
| Lumen Biotech | Rate freeze | 6% | 2 | $1K | 2027-01-01 |
| Halcyon Ventures | Relationship goodwill | 15% | 1 | $1K | 2027-01-01 |
| Westgate Medical | Pitch concession | 5% | 1 | $326 | No expiry — review |
The realized rate is a proxy until time entries with standard rates load. Pair any rate increase with a review of this register.
Why this is different. Discounts are usually invisible once granted. Here each one carries a reason and an end date, so the rate letter and the register are reviewed together.