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Meet the budget without a blanket discount

Develop options to meet a buyer's budget through scope, delivery and phasing changes, with the commercial trade-offs shown.

Supply the proposal, estimate, buyer budget and the outcomes that must be retained.

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Overview

Use this analysis when a proposal exceeds the buyer's budget and you need alternatives to reducing rates. It tests changes to scope, delivery approach, team mix and phasing against the outcomes the buyer still needs.

The output is a set of budget options with savings, delivery consequences and remaining gaps made explicit. Where cost data is available, it shows the effect on margin and compares each package with an equivalent discount.

Key capabilities

  • Checks that price and budget cover the same scope and period
  • Tests changes to scope, phasing, team mix and buyer responsibilities
  • Shows supported savings and the consequences of each option
  • Builds up to three packages for comparison against the budget
  • Compares the margin effect with an equivalent discount where cost data is available

With Estii

Close the budget gap with the margin impact visible

Estii connects the scope you sell to the effort, rates and costs behind it. Your agent can use those relationships to compare budget options and explain what each saves, what changes in delivery and what happens to margin. Model a selected package as a deal variant in Estii to recalculate the full commercial effect.

Already using Estii? Give this prompt to your agent to run against your deal through the Estii CLI.

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