Quote and Order Capture

Analyses Detail Analyses Description Related Subject Areas
Opportunity Quote Lines Shows the summary of opportunity quote lines, the contract value, and the discount offered. CX - Opportunity Quote Line
Opportunity Quotes Shows the summary of the opportunity quotes raised, statuses by their owners, quotes raised over time period, etc. CX - Opportunity Quote
Opportunity Quotes - Trends Shows the trend of quote generation, won quote line, discount percentage, and the cycle time. CX - Opportunity Quote
Pricing Insights Provides a unified view of critical pricing metrics, trends, and performance indicators, enabling pricing managers to make data-driven decisions CX - Opportunity Quote, CX - Opportunity Quote Line
Quote Contract Value Shows a summary of the quote contract value and details such as contract value by owner, by opportunity name, etc. CX - Opportunity Quote
Quote Cycle Time Provides insight into the time it takes when an opportunity moves to quote, quote to order placed, and contract start time. CX - Opportunity Quote
Quote Revenue Shows the summary of the quote revenue and how it's split into recurring, non-recurring, usage based revenue, and related details. CX - Opportunity Quote