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Value Estimator Configurations

Value Estimator Configurations

Configurations

Value Estimator configurations are stored in the ValueEstimator_Configurations Company Parameter Values.

Configuration Name

Default Value

Description

Configuration Name

Default Value

Description

Our Solution Name

Our Solution

Name for our solution

Our Solution Price

OurCompanyQuotePrice

Input/output name on the quote to get the price

Currency

None

Currency will not be displayed if set to "None"; otherwise, its value will be used as the default currency.

By default, the currency is obtained from the customer attribute; if not defined there, the default currency configuration is used instead.

When it comes to displaying the currency symbol or code, the currency symbol takes priority over the currency code.

Customer Currency Field

 

Customer master attribute which contains the currency information.

Currency Table Name

 

Name of the PP table which contains currency symbol, columns mapping defined in other configurations:

  • Customer Code Field

  • Customer Symbol Field

Currency Code Field

 

The column name contains currency code.

Currency Symbol Field

 

The column name contains currency symbol.

Show Driver Description Control

 

Values: Yes, No
Defines whether to display the Show Driver/Attribute Description checkbox or not.

Label Alignment Threshold

10000000000

The data labels will be aligned to the left when the maximum value in the data exceeds the threshold, otherwise it will be aligned to the right.

Applicable for these outputs: Value Overview, Price Savings, Calculation Results

Max Order Value

1

 

Min Order Value

99

 

Relative Drivers Max Value

10

 

Services Model Current Solution Name

Current Status

 

Services Model Current Solution Price Label

Current Run Rate Cost of Operating

 

Services Model Our Solution Name

Our Solution

 

Show Driver Description Control

Yes

 

Chart Value Scaling

CUT

Defines the scaling method to be applied to the comparison waterfall for the sake of clear illustration even in case the ratio between the highest and lowest value in the chart is too high.

Currently, the only applicable method/value is CUT.

Direct Offering Comparison Model Our Solution Name

Our Solution

 

Allow Value Equivalence

NO

Conditional availability of the Value Equivalence output in the Calculation Results.

Possible values: YES, NO

Templates

Value Estimator provides a couple of drivers and attributes templates. You can add your own templates as well.

Templates are stored in the ValueEstimator_DriverTemplates (drivers) and ValueEstimator_DriverTemplateAttributes (driver attributes) Company Parameter Values.

ValueEstimator_DriverTemplates

Defines template driver details.

Column Name

Description

Column Name

Description

Template Name

Name of “Value Drivers Template”

Driver Name

Name of “Value Drivers”

Driver Type

Values: Cost, Profit

Formula

Consists of variables defined in PP ValueEstimator_DriverTemplateAttributes

Description

Text describing the Value Driver

Value

Default value for Value Driver

Status

Values: Active, Inactive. (Leave it empty = Active)
By choosing “Inactive”, users can temporarily hide the Value Driver without deleting it in PP.

Driver Order

Default order of Drivers applied in case ‘Specify The Order Of Drivers’ option is set.

Model

Specifies the model the Driver can be exclusively applied to.

Possible values: Services Model, Direct Offering Comparison or leaving this field empty which means the Driver can be applied within both models.

Template Order

Default order of Drivers applied in case ‘Specify The Order Of Drivers’ option is set.

Driver Class

Specifies the class the Driver can be exclusively applied to.

Possible values: Absolute, Relative or leaving this field empty which means the Driver can be applied within both models.

Weight

A default % weight applied to the Relative drivers.

ValueEstimator_DriverTemplateAttributes

Defines template driver attributes details.

Column Name

Description

Column Name

Description

Template Name

Name of “Value Drivers Template”

Driver Name

Name of “Value Drivers”

Attribute Name

Name of “Driver Attributes”

Value

Default value for the Driver Attribute

Variable

Variable used in Driver Formula

Description

Text describing a particular Value Attribute

Status

Values: Active, Inactive. (Leave it empty = Active)
By choosing “Inactive”, users can temporarily hide the Driver Attribute without deleting it.

Weight

A default % weight applied to the Attributes of Relative drivers.

Pricing Strategy

The pricing strategy can be defined in the ValueEstimator_PricingStrategy Company Parameter Values.

Column Name

Description

Column Name

Description

Name

Name of pricing strategy

Min %

Minimum percentage value

Max %

Maximum percentage value

 

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