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.