Deal Maximizer provides you means to determine if a deal is appropriate based on a set of rules defined by the administrator. Color bands 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 motivates you to give lesser discounts to fast track the deals. The administrator defines Deal Guidance Rules that are used to rate the deal. Deals can be rated at the header level, such as an opportunity, agreement, or deal. You can also be at the line item level for a quote or a deal. Deal Maximizer takes line item fields like Adjustments, to determine whether the deal is good.
Deal Maximizer allows a user to perform the following tasks:
Use Deal Guidance Rules on the cart to improve a deal.
- View Deal Guidance Rules on the cart.
It is important to understand how terms are used when working with Deal Maximizer.
|Color Bands||Color and shape used to depict the pricing bands based on the deal guidance rule that matches the deal or shopping cart line.|
|Deal Maximizer||Conga solution that enables rule-based system to deliver pricing guidance for in-flight deals that meet corporate revenue and margin objectives.|
|Deal Ratings||Colors depicting the pricing bands based on the deal guidance rule that matches with the deal or shopping cart line.|
|Deal Guidance Rules||Guidance 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.