Dashboard Use Cases/Revenue & SalesCFO/Finance Director

Build me a dashboard showing average discount percentage by deal size bucket — under $25K, $25K-$100K, over $100K — and the estimated margin impact of discounts given this quarter.

Quantifies discounting patterns across deal sizes to help sales leadership and finance assess the margin cost of concessions.

Metrics & KPIs

Average discount ratediscount by deal sizemargin impacttotal discount givendeal count

Required Data

Deal list pricesactual pricesdiscount percentagesdeal sizes

Data Sources

CRMBilling/PaymentsFinance System

Works with tools like

SalesforceHubSpotPipedriveCloseCopperStripeChargebeeRecurlyPaddleZuoraNetSuiteQuickBooksXeroSageFreshBooks

How Bruin builds this

Bruin

Bruin AI Dashboards

Build me a dashboard showing average discount percentage by deal size bucket — under $25K, $25K-$100K, over $100K — and the estimated margin impact of discounts given this quarter.

Bruin connects to your CRM, Billing/Payments, Finance System and builds the dashboard automatically.

It visualises Average discount rate, discount by deal size, margin impact and delivers a live, interactive dashboard in seconds, no SQL or configuration needed.

Bruin AI Dashboards

Dashboard use cases across every team, from executive reporting to engineering velocity, marketing funnels to financial planning. Describe what you need, get a live dashboard in seconds.

Business AnalystCEO/FounderCFO/Finance DirectorCustomer Success ManagerData AnalystEngineering ManagerHR/People ManagerOperations ManagerProduct ManagerSupport ManagerVP of MarketingVP of Sales

Build this dashboard in seconds

Describe what you need in plain English. No SQL, no drag-and-drop, no waiting.