Quote Value by Organization Grouped
What net USD value sits in each quote state for each selling organization?
- Industrial Machinery CPQ
- Reports and commercial questions
Reports for the questions your team asks
Read quote value, configuration demand and operation exceptions with the revision and evidence needed to explain them.
Overview×
Industrial Machinery CPQ · Overview
Industrial Machinery CPQ dashboard
This quarter
Machine configurations in view
6Total cycle rate
3,430Draft
6Required by in 14 days
4Quotes by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 34 | ||
| Review | 7 | 21% | |
| Approved | 2 | 29% | |
| Accepted | 1 | 50% |
Net amount USD by status
Sample totals per stage
Questions to answer
Machine Configuration Review Queue List
Which submitted machine requirements need a decision, and when are they required?
Line Price and Discount Detail List
How do quantity, unit price and the USD line discount produce the offered net amount?
Review Decisions by Quote Revision Grouped
Who decided the offer, which revision did they review and what reason did they record?
Operation Exceptions List
Which operation receipts remain pending, failed or in need of review, and what evidence explains the result?
More reports
Quote Validity Exposure List
Identify quotes in Review or Approved whose validity date has arrived, showing the owner and quoted net USD amount.
Customer Acceptance Register List
List Accepted quotes with their customer, revision, acceptance date and net USD value.
Shared Evidence Register List
List quote attachments marked Shared with their evidence type, upload date and uploader for customer release review.
Set up Industrial Machinery CPQ your way.
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