---
schema_version: "1"
id: f9820cc79f5d83cc68ea73e60ead22cf4d6d3ca1f56b3f368639287e6dfc628d
title: Get Insights into Deal Pricing with the Pricing Analytics App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_pricing.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_pricing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2428da24792aa86520e7c27e06b9c6a15af2ca5b44b057ce24d3c822d68e72fe
description: Create an app to get instant insights into how your organization prices deals. Connect with Einstein Discovery to get discount recommendations for every quote. The Pricing Analytics template guides you through creating the app.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Get Insights into Deal Pricing with the Pricing Analytics App

Create an app to get instant insights into how your organization prices deals. Connect with Einstein Discovery to get discount recommendations for every quote. The Pricing Analytics template guides you through creating the app.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition. Requires a CRM Analytics and Salesforce CPQ license. To create the app, you also need the Einstein Discovery license.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d100311e64">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d100311e64 ">To create and manage the Pricing Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d100311e64 ">Manage CRM Analytics Templated Apps AND Manage Einstein Discovery</td>


          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d100311e64 ">To use the Pricing Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d100311e64 ">Use CRM Analytics Templated Apps</td>

          </tr>
        </tbody>
      </table>

Before you create the app, make sure that:

- Your org has at least one Salesforce CPQ Quote Line record.
- The Analytics Integration User has the appropriate [Salesforce field-level security](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_field_level_security.htm&release=264.0.0&type=5 "Before creating an app from a template, you may have to give the Analytics Integration User access to all fields used in the app.") to view the fields that you want to analyze.

1. In Object Manager, add a custom number field for recommended discounts on the Salesforce CPQ Quote Line object (API name SBQQ\_\_QuoteLine\_\_c).
2. From the Analytics tab or Analytics Studio, click **Create** and then select **App**.
3. Select the Pricing Analytics template to open the guided flow.
    
    The guided flow checks that your org meets the minimum requirements.
4. If your org meets the minimum requirements, click **Looks good, next**.
    
    If the requirements aren’t met, check the feedback.
5. For tracking the recommended discounts for deals, enter your recommended discounts field.
6. (Optional) If you want to track competitors for opportunities, enter the field that you use. If you don’t track competitors, leave this field blank.
7. Click **Looks good, next**.
8. Name and save your app.
9. Select **Browse**, and then select **Apps** and open the app.
10. On the app’s overview page, in the Stories section, confirm that the Einstein Discovery story is complete by clicking **Pricing**.
    
    If the message is “Einstein is in the lab crunching numbers,” the story isn’t done running. If you see a chart with What Happened and Why It Happened, the story is complete.
11. Deploy the Einstein Discovery model. See [Deploy Models](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_deploy.htm&type=5&language=en_US).
12. Use bulk scoring to write back recommended discounts to the Salesforce Quote Line object. See [Get Predictions With Bulk Scoring](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_score.htm&type=5&language=en_US).
13. Run the dataflow.
    1. In Data Manager, select **Manage Dataflows**.
    2. Locate the dataflow with the same name as your app.
    3. From the dataflow's action menu, select **Run Now**.

#### See Also

- [Create Apps from CRM Analytics Templates: Start Here](https://help.salesforce.com/s/articleView?id=analytics.bi_app_prebuilt_getting_started.htm&release=264.0.0&type=5 "Follow these general procedures when you create Apps from any CRM Analytics Template. Before you create an app, see the help for the CRM Analytics Template you want to use for requirements and instructions specific to that template.")
- [Explain, Predict, and Take Action with Einstein Discovery](https://help.salesforce.com/s/articleView?id=analytics.bi_edd.htm&type=5&language=en_US)