Conga Product Documentation

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About Dashboards

Dashboards organize key statistics in easy to understand, bottom-line format, allowing you to gain the insight you need to fulfill your business requirements.

CPQ provides you with a set of out-of-the-box dashboards. Navigate to the Dashboards tab to customize the page by designating which dashboard type you prefer to see from a list. For more information, see Working with Dashboards.

The following table lists the out-of-the-box CPQ dashboards available to you:

Folder

Dashboard Name

Description

Agreement Dashboards

Contract Performance Dashboard

Displays the following graphs:

  • Dollars under contract
  • Contracts by status

Executive Dashboard

Displays the following graphs:

  • Dollars under contract
  • Contracts by stage

Legal Performance Dashboard

Displays the following graphs:

  • Agreement by Status
  • Standard vs non-standard agreements.

Total Contract Value by Account

Shows the total contract value by account.

Proposal Dashboards

Proposal Pipeline Dashboards

Displays graph about proposal and proposal value by stage.

Revenue Dashboard

Displays Revenue Management dashboard.