This section describes the administrative tasks to be performed to set up a deal guidance process to rate deals.



What's Covered

This section explains how Deal Maximizer works, how to configure it, and covers the most common use cases for administration.

Primary Audience


IT Environment

Refer to the latest Deal Maximizer Release Notes for information on System Requirements and Supported Platforms.


For a comprehensive list of updates to this section for each release, see the What's New in Deal Maximizer Documentation topic.

Other Resources

Refer to Conga Deal Maximizer Release Notes for information on system requirements and supported platforms, new features and enhancements, fixed issues, and known issues for a specific release.

This section describes the following tasks: 

  • Configuring Deal Guidance Dimensions

  • Configuring Deal Guidance Dimension Sets

  • Configuring Deal Guidance Rules

  • Initiating and integrating Deal Guidance

  • Setting Up Deals

Before using Deal Maximizer you must be familiar with Conga terms and definitions.

Select one of the following topics for more information: