The Home page view depends on user settings.
The CPQ Home page is the starting point of various functions in the application.
The home page consists of the following components:
| Feature/Section | Description |
|---|
| Search | This feature enables you to quickly search for various items like Quote/Proposals, Templates, Accounts, Contacts, and more. You can further search within the results for specific objects using the Advanced Search feature. A search bar is available at the top of every window within the application, backed by an easy-to-use search engine. Based on the keyword you enter, the system searches against all key elements and retrieves quotes or proposals. |
| Create New | This button is located on the left-hand side of the homepage. This button provides an easy way to initiate new items like Quote/Proposal, Opportunity, Template, Account, Report, and more. |
| Tabs | These are individual tabs that provide you a broader view of specific items like Proposals, Templates, Reports, and more. |
| Dashboard | Dashboards give you a real-time snapshot of corporate metrics and key performance indicators. A dashboard is a group of different charts (or components) that graphically display your custom report data. |
| My Tasks | A quick summary of tasks that have been assigned to you. |
| Items To Approve | A quick summary of items that have been assigned to you for approval. |
| Setup | This link is located on the top right-hand corner of the homepage. The link redirects you to the Force.com home page using which you can perform actions, such as view, customize, add, or edit objects and fields. |
| Salesforce menu | The drop-down menu provides you with the list of Conga modules that you can use for configuring, pricing, and quoting. |
The CPQ Home page enables you to access quoting information in a variety of ways; Searching, Reporting, Dashboards, and Views.
- Creating Views
Views are a very powerful, and easy way to create a virtual file cabinet of your proposals. You can create views based on dates, values, products, any data field, or a combination of fields and also have specific fields displayed. Views are a customized way to display the exact information you are looking for. - About Reports
Salesforce delivers standard report folders containing reports for each record type. For example, Accounts, Opportunities, Leads, and more. These reports are used as a starting point for your organization's reporting efforts. Salesforce allows all users to run, customize, and create reports. For more information on setting up and managing reports within Conga, see salesforce.com information related to creating and customizing reports. - 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 needs.
