Glossary (CPQ)

X-months Revenue

X-months Invoice Price of a customer and a product

X-months Volume

X-months Volume of a customer and a product

X-months Margin %

X-months Margin / X-months Net Price of the same customer and product

X-months Weighted Price Per Unit

X-months Invoice Price / X-months Quantity of the same customer and product

Quoted Price Per Unit

Invoice Price of the product in a quote

Quoted Margin %

Margin % of the product in a quote

Customer Revenue

Total Invoice Price of a customer based on a historical period

Customer Quantity

Total Quantity of a customer based on a historical period

Customer Margin

Total Margin of a customer based on a historical period

Customer Margin %

[Margin / Net Price] of a customer based on a historical period

Historical Period

Shows a historical period (month) to get data from (From - To)

Product Revenue

Total Invoice Price of a product based on a historical period

Product Quantity

Total Quantity of a product based on a historical period

Product Margin

Total Margin of a product based on a historical period

Product Margin %

[Margin / Net Price] of a product based on a historical period

Product Weighted Avg. Price

[Total Invoice Price / Total Quantity] of a product based on a historical period
Note: Invoice Price is multiplied by Quantity for every transaction data

Avg. Revenue Per Invoice

[Total Invoice Price / Number of transaction] of a product based on a historical period

Avg. Quantity Per Invoice

[Total Quantity / Number of transaction] of a product based on a historical period

Avg. Margin % Per Invoice

[Average of Margin / Average of Net Price] of a product based on a historical period

Unit Price

Latest and previous transacted price per unit of the same customer and product
Invoice Price / Quantity

Margin %

Latest and previous transacted Margin % of the same customer and product
Margin / Net Price

Date

Latest and previous date of the same customer and product