Conga Product Documentation

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Configuring Analyze Deal Settings

  1. On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
  2. Click the more icon () on the top-right corner and select Application Management.
  3. Click Analyze Deal.
  4. Configure the following details.

    Setting

    Description

    NAVIGATION AND ACTIONS

    Flow

    Select a flow and enter the following details.
    • Action Label Name:
    • Display As:
    • Action Area:
    • Action Style Class:
    • Action Page:
    • Action Param:
    • Behavior:
    • Is Enabled:
    • Always Display:

    COST LINE ITEM

    Flow

    Select a flow and enter the following details.
    • Field Name:
    • Is Enabled:
    • Style:
    • Style Class:
    • Header Style:

    LINE ITEM WATERFALL

    Flow

    Select a flow and enter the following details.
    • Field Name:
    • Is Enabled:
    • Is Price Point:

    LINE ITEM METRICS

    Flow

    Select a flow and enter the following details.
    • Field Name:
    • Is Enabled:
    • Style:
    • Style Class:
    • Header Style:

    SUMMARY METRICS

    Flow

    Select a flow and enter the following details.
    • Field Name:
    • Is Enabled:
    • Style:
    • Style Class:
    • Header Style:

    SUMMARY WATERFALL

    Flow

    Select a flow and enter the following details.
    • Field Name:
    • Is Enabled:
    • Is Price Point: