Quoting Dashboard
- Ondřej Tesař
Analytics
The CPQ Dashboards provides an overview of the quote life cycle based on the workflow status (Approved, No Approval Required, Denied).
It is used, for example, in the CPQ Accelerator.
The dashboard provides following analysis:
Quoted Summary Per Month/Quarter
Shows the totals for invoice price, margin and discount for Approved and No Approval Required quotes for the defined period.
Quote Guidelines
Provides three pie charts to show the numbers for Approval, Invoice Price, Margin based on the workflow status (Approved, No Approval Required, Denied).
Average Approval Steps Per Month/Quarter
Shows the average number of approval steps per period for approved and denied quotes.
Average Approved/ Denied Time Velocity Per Month/Quarter
Shows the average time between quote creation and quote approval/denial (quoting velocity) expressed in hours per period.
Average Deal Time Velocity Per Month/Quarter
Shows the average time between quote approval (Approved and No Approval Required) and conversion to deal (deal velocity) expressed in hours per period.
Leaderboard
Shows a performance table of sales persons based on the workflow status of the quote (Approved, No Approval Required, Denied) with basic KPIs and sorted by Total Invoice Price (Approved)