Petra

Trade Terms & Pricing

Petra protects margin by bringing discipline to customer terms and pricing. It standardizes deal structures, flags trade spend leakage, and helps teams negotiate cleaner agreements— with clear assumptions, approvals, and compliance-ready documentation.

Primary Outputs

Typical deliverables

Customer terms summary (one-page, standardized)

Trade spend leakage and deduction risk flags

Deal scenario comparison (price, terms, volume, GTN impact)

Approval-ready deal memo with assumptions and guardrails

Core Capabilities

What it does

Standardizes terms language across customers and channels

Models net price and gross-to-net impact of deal scenarios

Flags leakage risks: billbacks, off-invoice, accrual gaps, deductions

Creates approval-ready deal memos and audit-friendly documentation

Enforces guardrails: floors, caps, compliance rules, and exceptions

Identifies renewal risk and renegotiation leverage by customer history

Operational Fit

How it’s used

Used By

Sales Leadership, RGM, Revenue Ops, Finance, Key Account Managers.

Used For

Annual terms, customer renewals, deal approvals, margin protection, and leakage reduction.

Typical Questions

Are we pricing this deal profitably after terms?
Where do we have trade spend leakage or deduction exposure?
What’s the cleanest structure to win while protecting margin?