With Deal Maximizer, you can set up rules that define what a good deal is, and this deal rating is available to the Sales rep at the time of negotiating a deal. Sales reps can see the rating of their current deal, gain visibility into approval requirements ahead of time, which in turn motivates them to give a lesser discount to fast track the deals. This functionality guides the sales rep towards proposing good deals. Deals can be rated at the header level, such as an opportunity, agreement, or deal. They can also be at the line item level for a quote or a deal.

Deal Maximizer allows an administrator to perform the following administrative tasks:

  • Installing Deal Maximizer

  • Recommended Post-Installation Configuration

    • Configuration for Deal Guidance Dimension

    • Configuration for Deal Guidance Dimension Sets

    • Configuration for Deal Guidance Rules

    • Initiate and Integrate Deal Guidance

  • Setting Up Deals

    • Define Color Bands

    • Define Custom Measure

    • Define Deal Guidance Dimensions

    • Define Deal Guidance Dimension Sets

    • Define Deal Guidance Rules

      • Guidance for Custom Measure

    • Rule Measure Formulas

Key Terminology

It is important to understand how terms are used when working with Deal Maximizer.

TermDescription
Color BandsColor used to depict the pricing bands based on the deal guidance rule that matches with the deal or shopping cart line.
Deal MaximizerThe solution that enables a rule-based system to deliver pricing guidance for in-flight deals that meet corporate revenue and margin objectives.
Deal RatingsColors depicting the pricing bands based on the deal guidance rule that matches with the deal or shopping cart line.
Dimensions

Dimension is a field in one of the Business Objects used to arrive at the pricing guidance. For example, Terms on Cart Line Item can be a Dimension, and it can be used to identify matching Deal Guidance Rules to evaluate for a given cart line item.

Dimension SetsUsed to group Dimensions for use with Deal Guidance Rules.
Deal Guidance RulesGuidance rules are used to identify the most appropriate pricing guidance for a given cart line item or the deal (with all the line items). The rules are evaluated to fine the appropriate rule entry that matches with the given cart line item or the deal.

 For more information about terms used with Conga products, see Glossary.