Approval required for deals below margin threshold

Outcome. A deal with margin below the agreed floor cannot reach Closed Won until a named approver signs off, extending the same approval-gate architecture as deal-hygiene-015 to margin instead of discount percent.

Workflow map Enrollment, branches and actions at a glance deal-hygiene-028

flowchart TD
    A[Deal in pre-Closed-Won stage, margin below floor, not approved] --> B[Notify approver]
    B --> C[Create approval task]
    C --> D[Delay 2 business days]
    D --> E{Still not approved?}
    E -->|yes| F[Escalation notification]
    E -->|no| G[Exit, approved, can advance to Closed Won]

When to use it, when not to

• UseUse it when finance has flagged low-margin deals slipping through at quarter-end, the same problem deal-hygiene-015 addresses for discount percent, applied here to a margin figure that may come from a different source than a simple discount percent, a CPQ tool, a cost sheet, or a finance-maintained quote.
• UseUse it together with the native required-property-per-stage setting, exactly as in deal-hygiene-015. The workflow manages routing and reminders, the native setting is what actually blocks the stage change.
• SkipDo not use it if your portal is on Sales Hub Professional without Enterprise features, the same caveat from deal-hygiene-015 applies here: native record approvals and hierarchy-based routing are Enterprise-tier. Deal pipeline approvals require Sales Hub Enterprise, and quote approvals sit in Revenue Hub Professional and Enterprise (https://knowledge.hubspot.com/account-management/overview-of-approvals-in-hubspot).
• SkipDo not use it if Margin Percent has to be calculated inside HubSpot from Amount and a cost figure. HubSpot workflows do not do arithmetic between two properties, so this fiche assumes Margin Percent arrives already computed, from a CPQ system, a finance-maintained quote, or a manual entry, not from a workflow subtracting cost from amount.