Quote Value by Organization and State Grouped
Which commercial amounts belong to Draft, Review, Approved or Accepted offers in each operating organization?
From Customer scope
- Industrial Automation CPQ
- Reports and operating questions
Reports for the questions your team asks
Review quote value, compatibility demand and unresolved operation evidence in their lifecycle context.
Overview×
Industrial Automation CPQ · Overview
Industrial Automation CPQ dashboard
This quarter
Automation nodes in view
6Total io points
3,030Submitted
6Required by in 14 days
3Quotes by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 31 | ||
| Review | 15 | 48% | |
| Approved | 10 | 67% | |
| Accepted | 7 | 70% |
Revision by status
Sample totals per stage
Questions to answer
Automation Compatibility Demand List
Which protocol and controller requests still need a decision, and when is that decision required?
Revision Decision History Grouped
Who decided the submitted offer, what was their reason and which source revision did they inspect?
From Customer scope
Handoff and Receipt Exceptions Grouped
Which actions remain pending, have failed or need review, and what evidence or connection investigation is needed?
From Customer scope
Quote Evidence Register Grouped
Which files support the offer, who uploaded them and which are marked Shared?
From Customer scope
More reports
Quote Pricing Detail Grouped
Show each quote's line quantities, USD unit prices, line discounts, unit costs and net line amounts for commercial review.
Quote Validity Exposure List
List quote validity dates with status, owner and net amount in USD so the team can assess expired validity in context.
Customer Eligibility Register List
List customer active settings and eligibility notes by organization, with account codes and contact names for quote preparation.
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