Capabilities Summary (CPQ Dashboards)

Capabilities

Out of the box

Dashboard with 6 portlets, allowing the business user to analyze the quotes (see CPQ Dashboard Product Info for more business details)

Configurable

Link to data tables

  • Products table (product ID field name)

  • Customers table (customer ID field name)

  • Datamart table with quote lines data

    • table name

    • field names with specific pieces of information needed for the analysis

    • some settings, how to query the data

Audience

Technical Admin

install the accelerator and makes initial configuration (linking to existing dataset)

Business User

uses the dashboards to make analysis