Discounts and Adjustments

Jun 24, 2026

Overview

• Add a commercial discount or surcharge to a deal via adjustments
• Quality-of-life improvements across the forecasts page
• Refreshed product overview videos for deals and forecasts

Adjustments

Adjustments let you apply a commercial discount or charge to a deal's final price. They move price, not cost, so you can see the margin impact as you go.

• Apply a discount or a charge to a deal's final price
• Set each as a fixed amount or a percent of deal value
• Edit from the deal overview, view in proposals

Adjustments on the deal overview

Budget slide with adjustments

Forecasts

A handful of quality-of-life improvements across the forecasts page:

• Shift-click a deal driver to open that deal in a new tab
• Revenue chart tooltips now expand on hover to show the top deals behind revenue on that date
• The weighted pipeline now surfaces deals pending approval, and combines approved with in-play
• The won deals chart labels its hero stat (last 90 days)
• Fixed milestone positioning for deals on the schedule tab

New videos

We refreshed our product overview videos. Take a look at the new walkthroughs for deals and forecasts.

Misc

A handful of smaller changes and fixes:

• Margin ranges: default margin ranges (min, target, max) are configurable in space settings
• Proposals: fixed missing font weights in PDF export
• Themes: fixed font reset when switching fonts
• Deal overview: renamed the budget Estimates tab to Structure
• Blank template: create a deal from a blank, single-category template (default for new spaces)
• Blank template: new categories now default to the name Work