Deal Guidance provides you means to determine if a deal is appropriate based on a set of predefined rules. These rules drive the color bands and shapes that are displayed on the cart to help you determine if a deal is good or not. The feature guides you to present a deal that aligns with your organization's objectives which in turn helps to fast-track the deals.

Navigating the Color Bands

When you launch the Color Bands tab on the UI, all the existing color bands are listed on this tab along with their details. If there are no color bands available, Add Color Band is displayed to create a new color band. For more information, see Creating a Color Band.

Navigating the Dimension Tab

When you launch the Dimension tab on the UI, all the existing dimensions are listed on this tab along with their details. There are various functionalities available for you to manage the dimensions.

Dimensions Search

You can narrow down the dimensions list using the search feature. You can either use the basic (keyword) search option or define the search criteria to search for a range of dimensions.

Basic Search

In basic search, you can search for a dimension using keywords. For example, you can search using the name of the dimension. 

  1. In the Search this list field, enter a keyword related to your dimension name.
  2. Click the search icon  or press Enter. CPQ returns all dimensions that contain that keyword in the dimension names.

Advanced Search

In advanced search, you can search for a dimension using a search query. The search query uses options provided in the Field, Operator, and Value and displays a search result that matches the criteria.

  1. Click the Advanced Search icon . The Advanced Search pop-up is displayed.
    1. Field: All dimensions fields are available in the drop-down list such as Text, Checkbox, Date, Date/Time, Number, Percent, Picklist, Multi-Select Picklist, Currency.
    2. Operator: Operators that are available for selection helps create the filter expression. Operators are displayed based on the field types. For example, a picklist value will display equal to and not equal operators and a text field will display equal to, not equal to, starts with, contain, does not contain operators. If it is a multi-value picklist, the application displays include and does not include operators.
    3. Value: Enter a value.
  2. Click Add Criteria if you want add more criteria in the advanced search.
  3. Turn the Logic button on if you have more than one criteria and enter a value in the Logic field.
  4. Click Apply to enable the search filter.

Sorting Dimensions

You can sort the dimensions lists by clicking the column names. The dimensions are sorted alphabetically. Every time you click the column name, the sorting switches between ascending and descending order. You can adjust the column width by dragging the columns. Hover near the column boundaries till two-way arrow appears. Click when the arrow appears and drag left or right to adjust the column width.

Actions available on this tab

  • Click the ellipsis icon  next to the dimension name to delete an existing dimension.

Items per page

At the bottom of the tab, you can see the total count of dimensions available. You can control the number of dimensions to be displayed on each tab. You can select the number of dimensions from a predefined list. You cannot configure this list. By default, you see 20 records on each tab.

By default, you can sort 10, 20, 30, 50, and 100 dimensions per tab using the Rows per tab drop-down. This feature works in association with the search and filter functions to display search records per tab. You can use the < and > buttons to move to the next or the previous tabs. You can also jump to a certain tab using the tab search component.

Navigating the Dimension Sets Tab

When you launch the Dimension Sets tab on the UI, all the existing dimension sets are listed on this tab along with their details. There are various functionalities available for you to manage the dimension sets.

Dimension Sets Search

You can narrow down the dimension sets list using the search feature. You can either use the basic (keyword) search option or define the search criteria to search for a range of dimension sets.

Basic Search

In basic search, you can search for a dimension set using keywords. For example, you can search using the name of the dimension set. 

  1. In the Search this list field, enter a keyword related to your dimension set name.
  2. Click the search icon  or press Enter. CPQ returns all dimension sets that contain that keyword in the dimension set names.

Advanced Search

In advanced search, you can search for a dimension set using a search query. The search query uses options provided in the Field, Operator, and Value and displays a search result that matches the criteria.

  1. Click the Advanced Search icon . The Advanced Search pop-up is displayed.
    1. Field: All dimension sets fields are available in the drop-down list such as Text, Checkbox, Date, Date/Time, Number, Percent, Picklist, Multi-Select Picklist, Currency.
    2. Operator: Operators that are available for selection helps create the filter expression. Operators are displayed based on the field types. For example, a picklist value will display equal to and not equal operators and a text field will display equal to, not equal to, starts with, contain, does not contain operators. If it is a multi-value picklist, the application displays include and does not include operators.
    3. Value: Enter a value.
  2. Click Add Criteria if you want add more criteria in the advanced search.
  3. Turn the Logic button on if you have more than one criteria and enter a value in the Logic field.
  4. Click Apply to enable the search filter.

Sorting Dimension Sets

You can sort the dimension sets lists by clicking the column names. The dimension sets are sorted alphabetically. Every time you click the column name, the sorting switches between ascending and descending order. You can adjust the column width by dragging the columns. Hover near the column boundaries till two-way arrow appears. Click when the arrow appears and drag left or right to adjust the column width.

Actions available on this tab

  • Click New Dimension Set to create a new dimension.
  • Click the ellipsis icon  next to the dimension set name to edit or delete an existing dimension set.
  • Click the dimension set name link to open the dimension set details page.

Items per page

At the bottom of the tab, you can see the total count of dimension sets available. You can control the number of dimension sets to be displayed on each tab. You can select the number of dimension sets from a predefined list. You cannot configure this list. By default, you see 20 records on each tab.

By default, you can sort 10, 20, 30, 50, and 100 dimension sets per tab using the Rows per tab drop-down. This feature works in association with the search and filter functions to display search records per tab. You can use the < and > buttons to move to the next or the previous tabs. You can also jump to a certain tab using the tab search component.