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 AccountShows the total contract value by account.
Proposal DashboardsProposal Pipeline DashboardsDisplays graph about proposal and proposal value by stage.
Revenue DashboardDisplays Revenue Management dashboard.