How do I set target margin and discount limits for all calculations?

Under “Rules”, you set defaults and guardrails once; they apply to all calculations in the current space. A single calculation can still have its own target margin. The rules are your settings; Peak doesn't insert industry figures.

1. 01Open Peak Margin → “Rules”.
2. 02Under “Defaults”, enter the “Target margin (CM III)” and the “Default tax rate”.
3. 03Under “Guardrails”, set for example “Discount: warning from”, “Discount: approval from”, “CAC at most” or “Return rate: alert from”.
4. 04On the right, you immediately see which calculations violate a rule.