Configuration of CPQ Dashboards accelerator is done via an advanced configuration property named quoting-dashboard. This property contains a JSON with key-value settings.

If a value is not defined for some setting, the default value will be used.

Configuration Settings

Name	Default	Description

Name	Default	Description
valuePerUnit	true	Applies price*quantity if true
valuePerLineItem	true	Applies SUM(price) on a query
dmName		Quoting Datamart name
quantityCol	Quantity	Quantity column name in Datamart
periodView	[Month:"Monthly", Quarter:"Quarterly"]	Period filter
invoicePrice	InvoicePrice	Invoice price column name in Datamart
listPrice	ListPrice	List price column name in Datamart
cost	Cost	Cost column name in Datamart
quoteCreationDateTime	CreationDateTime	Quote creation datetime column name in Datamart
quoteCustomerIdCol	CustomerId	Customer ID column name in Datamart
customerIdCol	customerId	Customer ID column name from the Customer master
quoteWorkflowStatusCol	WorkflowStatus	Workflow status column name in Datamart
numberOfApprovalStepsCol	NumberOfApprovalSteps	Number of an approval step in Datamart
quoteIdCol	QuoteId	Quote ID column name in Datamart
quoteLineIdCol	QuoteLineId	Quote line ID column name in Datamart
submittedDateTimeCol	SubmittedDateTime	Submitted datetime column name in Datamart
approvedDateTimeCol	ApprovedDateTime	Approved datetime column name in Datamart
deniedDateTime	DeniedDateTime	Denied datetime column name in Datamart
productIdCol	sku	Product ID column name from product master
quoteProductIdCol	ProductId	Product ID column name in Datamart
quoteStatusCol	Status	Status column name in Datamart
quoteConvertedToDealDateTime	ConvertedToDealDateTime	Convert to deal datetime column name in Datamart
salePersonCol	SalesPerson	Sales person column name in Datamart

Accelerators Documentation

Configuration (CPQ Dashboards)

Analytics

Configuration Settings

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