---
schema_version: "1"
id: 6b0a31047c73bf01f2c7a293d8f84024b97a879561d0499a795069e3b361873f
title: Monitor Your Configure-Price-Quote Process with the Quoting 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_quote.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_quote.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6b0c24b4a204ea4abc6ddc5e3ca27a1db4444b4d67508f1f3196e8a73bfc07e2
description: 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.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Monitor Your Configure-Price-Quote Process with the Quoting Analytics App

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

<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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d111069e64">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d111069e64 ">To create and manage the Quoting Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d111069e64 ">Manage CRM Analytics Templated Apps</td>


          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d111069e64 ">To use the Quoting Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d111069e64 ">Use CRM Analytics Templated Apps</td>

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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](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. From the Analytics tab or Analytics Studio, click **Create** and then select **App**.
2. Select the Quoting Analytics template to open the guided flow.
    
    The guided flow checks that your org meets the minimum requirements.
3. If your org meets the minimum requirements, click **Looks good, next**.
    
    If the requirements aren’t met, check the feedback.
4. Name and save your app.

#### 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.")