Create an app to get instant insights into your configure-price-quote process and its
effectiveness across teams, regions, and products. View quotes across all your accounts, uncover
bottlenecks, and assess reps’ discount practices in ready-made dashboards. The Quoting Analytics
template guides you through creating the app.
Required Editions
| Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also
available in Developer Edition. Requires a CRM Analytics and Salesforce CPQ
license.
|
| User Permissions
Needed |
| To create and manage the Quoting Analytics app: |
Manage CRM Analytics Templated Apps |
| To use the Quoting Analytics app: |
Use CRM Analytics Templated Apps |
Before you create the app, make sure that:
- Your org has at least one Salesforce CPQ Quote record, and quote history is
enabled.
- The Analytics Integration User has the appropriate Salesforce field-level security to view the fields that
you want to analyze.
-
From the Analytics tab or Analytics Studio, click Create and
then select App.
-
Select the Quoting Analytics template to open the guided flow.
The guided flow checks that your org meets the minimum requirements.
-
If your org meets the minimum requirements, click Looks good,
next.
If the requirements aren’t met, check the feedback.
-
Name and save your app.
