Business User & Admin User Programs

Business User Programs

Pricing Manager · Pricing Analyst · Sales Manager · Contract & Discount Specialist (March 2026)

Overview

The Business User Programs provide foundational, hands-on training for users who work with Pricefx in their daily activities. These programs build confidence in navigating the platform, understanding its capabilities, and applying key features to real business use cases.
They are intended for Pricing Managers, Pricing Analysts, Sales Managers, Product Managers, and other commercial roles.

Each program focuses on developing practical skills that support common workflows and prepares learners to use Pricefx effectively within their organization.

Pricing Manager Practitioner Program (Level 1)

Level 1 Pricefx Pricing Manager Practitioner program is a foundational program for pricing managers, sales operations, finance, and key users who will work hands‑on in Pricefx. Participants learn how clean data, analytics, and price documents fit together in a single end‑to‑end flow — from data and dashboards to price lists, live price grids, and follow‑up actions.

By the end of the course, learners can navigate the standard Practitioner setup, read and interpret core dashboards, understand how prices are calculated and governed, and confidently explain how the main Pricefx capabilities connect.

Who is this course for?

This course is designed for business users and key users who will work hands‑on in Pricefx, especially:

• Pricing analysts and pricing managers

• Sales operations and commercial excellence teams

• Finance or controlling users involved in price and margin decisions

• Customer key users/ super users and new implementation partners who need a functional, end‑to‑end understanding of the standard Practitioner setup (data → analytics → price lists/LPGs → quotes).

Pricing Manager Practitioner Content Structure

Pricing Analyst Practitioner Program (Level 1)

The Pricing Analyst Practitioner course develops hands‑on skills to turn Pricefx data, dashboards, and agents into concrete pricing actions. Participants learn how to use Customer Insights and Sales Insights dashboards, Analytics charts, and Data Analyzer to spot revenue and margin trends, identify pricing opportunities and leaks, and prioritize accounts and products. The course covers top‑down and bottom‑up analysis, absolute vs. relative metrics, health scores, pricing and selling opportunity tables, as well as the practical use of Pricefx Agents and Copilot to make monitoring continuous and create follow‑up actions. By the end of the course, analysts can move confidently from raw transaction data to clear, data‑supported pricing recommendations that improve margin while protecting volume and customer relationships.

Who is this course for?

• Pricing analysts and pricing specialists who are responsible for monitoring revenue and margin performance, diagnosing pricing issues, and recommending price, discount, and mix actions using Pricefx Analytics.

• Commercial excellence, revenue management, and pricing operations teams who design pricing programs, support field sales with analyses, and need a structured way to use Customer Insights, Sales Insights, and Agents to manage opportunities at scale.

• Data‑savvy finance and business analysts who already work with sales and margin data and want to use Pricefx dashboards, datamarts, and analytical tools instead of spreadsheets to drive more robust, repeatable pricing decisions.

• Aspiring pricing professionals with basic Pricefx familiarity who want a practitioner‑level understanding of how to read trends, find opportunities, and operationalize analytics through dashboards, Agents, and Copilot in their day‑to‑day work.

Pricing Analyst Practitioner Content Structure

Sales Manager Practitioner Program (Level 1)

The Sales Manager Practitioner course equips sales leaders to run high‑performing, data‑driven teams using Pricefx. Participants learn how to steer quoting performance, manage discounting and margins, leverage Quoting and Quoting Agents, and connect sales compensation with profitable selling behavior and deal quality. By the end of the course, managers can translate insights from Pricefx into clear guidance, approvals, and incentives that accelerate revenue while protecting profitability.

Who is this course for?

• Front-line and regional sales managers accountable for revenue, pricing, and discount decisions who use (or will use) Pricefx in their daily work.

• Sales operations, commercial excellence, and deal‑desk leaders who support sales teams with quoting, approvals, analytics, and compensation design.

• Aspiring sales leaders with basic Pricefx knowledge who want to deepen their skills in managing performance, margin, and incentives across the sales cycle.

Sales Manager Practitioner Content Structure

What You Will Learn

The Business User Programs help participants:

• Understand core Pricefx functionality

• Navigate the platform confidently

• Apply essential business workflows

• Practice hands-on exercises in guided scenarios

These programs provide a practical introduction to Pricefx without requiring technical expertise.

Not Covered by the Programs

To keep the content focused and accessible, the following are not included:

• Technical or integration topics

• Pricing strategy consulting

• Logic creation or maintenance

• Administrative or developer-level tasks

Good to Know

LEARN MORE: Learn more about scheduling and enrolment.

• These programs can also be delivered privately for customers or partners.

• Learners may request an extension for an additional fee.

• Pricefx plans to introduce instant SANA LMS access and 24-hour training-partition provisioning in future releases.

Admin Program

Overview

The Admin Program is designed for Super Users, System Administrators, IT Administrators, and internal technical users who support their organization’s Pricefx environment. The course covers fundamental administrative skills needed for managing users, maintaining configuration, and supporting daily operations.

This program focuses on practical, everyday administrative tasks that help organizations maintain internal self-sufficiency.

What You Will Learn

Participants develop knowledge and skills in:

• User and group management

• Home page configuration

• Understanding Pricefx releases

• Master Data and Analytics configuration

• Master Processes (calculation field sets, data loads, calculation flow)

• Data entitlements and filters

• Troubleshooting and internal support workflows

• Navigating Pricefx documentation

Not Covered in the Program

The Admin Program does not include:

• Technical or integration topics

• Pricing strategy

• Logic creation or maintenance

• Solution development tasks

Good to Know

LEARN MORE: Learn more about scheduling and enrolment.

• The Admin Program may also be delivered privately for customer and partner teams.

• Extensions to SANA content and/or partition may be requested for a fee.

• Pricefx plans to introduce instant LMS access and 24-hour partition activation in the future.