Capabilities Summary (CPQ Dashboards)

Capabilities

Out of the box

Dashboard with 6 portlets, allowing the business user to analyze the quotes (see CPQ Dashboard Product Info for more business details)

Configurable

Link to data tables

• Products table (product ID field name)

• Customers table (customer ID field name)

• Datamart table with quote lines data

  • table name

  • field names with specific pieces of information needed for the analysis

  • some settings, how to query the data

Audience

Technical Admin

Business User