Follow sales progress, pricing decisions, renewals and collection.
Review the deal from the proposal sales prepared to the amounts finance bills and collects. Reports should use the relevant accepted revision and financial history, with visible definitions for date ranges, outstanding work and missing data. They describe the configured reporting model rather than measured results from a launched application.
Elapsed time from Quotes.CreatedAt to each frozen version SentAt and valid acceptance/decline/expiry. Provider recipient views/signatures are distinct from full envelope completion; deduplicate EQuoteEvents by source key and retain unresolved attempts separately. Slice by owner, family and provider; no fabricated terminal time for still-open work.
Quotes · View preview
Accepted eligible sent versions divided by sent versions reaching a recorded terminal outcome in the chosen cohort, with still-open versions shown separately. Use the same frozen routed DiscountPercent and exclude withdrawn/superseded duplicates; slice by rep, family and book.
Approvals · View preview
| Quote | Quote.Account | Quote.Owner | Quote.Grand Total | Quote.Margin Percent | Approval Type |
|---|---|---|---|---|---|
| QTS-75550 | QT.-404 | QT.-732 | 29,716.27 | 10 | Discount |
| QTS-20552 | QT.-907 | QT.-556 | 41,765.01 | 0 | Floor |
| QTS-57434 | QT.-534 | QT.-262 | 19,977.18 | 13 | Terms |
| QTS-66580 | QT.-494 | QT.-406 | 29,932.75 | 1 | Discount |
| QTS-79555 | QT.-966 | QT.-871 | 5,988.72 | 3 | Floor |
| QTS-33575 | QT.-965 | QT.-387 | 8,683.29 | 3 | Terms |
Full-term line plus header discount dollars reconciled to QuoteVersionLines and QuoteDiscountAllocations, separating proven bundle promotions from discretionary concessions and original/renewal/amendment work. Use immutable version policy and avoid counting superseded offers as booked discounts.
Approvals · View preview
| Quote | Quote.Account | Quote.Owner | Quote.Grand Total | Quote.Margin Percent | Approval Type |
|---|---|---|---|---|---|
| QTS-75550 | QT.-404 | QT.-732 | 29,716.27 | 10 | Discount |
| QTS-20552 | QT.-907 | QT.-556 | 41,765.01 | 0 | Floor |
| QTS-57434 | QT.-534 | QT.-262 | 19,977.18 | 13 | Terms |
| QTS-66580 | QT.-494 | QT.-406 | 29,932.75 | 1 | Discount |
| QTS-79555 | QT.-966 | QT.-871 | 5,988.72 | 3 | Floor |
| QTS-33575 | QT.-965 | QT.-387 | 8,683.29 | 3 | Terms |
Median and slowest-decile elapsed RequestedAt-to-DecisionAt for decided DiscountApprovalSteps; report pending age separately. Attribute actual DecisionBy, principal/delegation and escalation chain without counting replaced steps twice; retain missing signers and top-tier blocked cases.
Approvals · View preview
| Quote | Quote.Account | Quote.Owner | Quote.Grand Total | Quote.Margin Percent | Approval Type |
|---|---|---|---|---|---|
| QTS-75550 | QT.-404 | QT.-732 | 29,716.27 | 10 | Discount |
| QTS-20552 | QT.-907 | QT.-556 | 41,765.01 | 0 | Floor |
| QTS-57434 | QT.-534 | QT.-262 | 19,977.18 | 13 | Terms |
| QTS-66580 | QT.-494 | QT.-406 | 29,932.75 | 1 | Discount |
| QTS-79555 | QT.-966 | QT.-871 | 5,988.72 | 3 | Floor |
| QTS-33575 | QT.-965 | QT.-387 | 8,683.29 | 3 | Terms |
Active products against reviewed effective book/version and nonoverlapping quantity bands; list absent prices/floors, unknown costs and missing template fallback. An explicit zero cost is distinct from missing cost, and mixed cadence comparisons use the configured conversion.
Configurator · View preview
| SKU | Name | Family | Type | Base Price | Unit Cost |
|---|---|---|---|---|---|
| SKU-557 | Product 193 | FML-219 | Standalone | 530 | 520 |
| SKU-390 | Product 642 | FML-861 | Bundle | 280 | 940 |
| SKU-905 | Product 599 | FML-781 | Subscription | 240 | 50 |
| SKU-647 | Product 516 | FML-337 | Service | 160 | 520 |
| SKU-344 | Product 707 | FML-992 | Addon. A Bundle has BundleComponents | 720 | 840 |
| SKU-458 | Product 446 | FML-788 | Standalone | 340 | 800 |
Deduplicated ConfigurationRuleHits in the trailing ninety days by rule/component version and outcome, including blocked attempts, removed automatic lines, exclusions and recommendations. Count attempts and affected lines separately.
Configurator · View preview
| SKU | Name | Family | Type | Base Price | Unit Cost |
|---|---|---|---|---|---|
| SKU-557 | Product 193 | FML-219 | Standalone | 530 | 520 |
| SKU-390 | Product 642 | FML-861 | Bundle | 280 | 940 |
| SKU-905 | Product 599 | FML-781 | Subscription | 240 | 50 |
| SKU-647 | Product 516 | FML-337 | Service | 160 | 520 |
| SKU-344 | Product 707 | FML-992 | Addon. A Bundle has BundleComponents | 720 | 840 |
| SKU-458 | Product 446 | FML-788 | Standalone | 340 | 800 |
For each bundle or promotion, eligible quote versions with that bundle attached divided by eligible evaluated quote versions; show denominator and exclude duplicate evaluations. Revenue and margin come from final allocated bundle-group value and all component costs; unknown-cost coverage remains visible.
Pricing rules · View preview
Approval conditions.
Accepted, executed and verified commitments recognized under the selected booking policy, with written acceptance awaiting signature shown separately. Original/add amounts, signed replacement/cancellation ChangeAmount and renewals are distinct; reconcile ContractLines, accepted versions and order allocations without double-counting staged orders or replacement states. Report ARR as run rate, not cash or revenue recognition.
Pricing rules · View preview
Approval conditions.
Expiring contract terms from RenewalDecisions: completed renewal, evidenced nonrenewal, expired or unresolved. Before/after ARR uses effective renewable ContractLines and the signed price basis/uplift, excluding one-time items and repeated term generation.
Contracts · View preview
Accepted released allocation net amount less issued schedule consumption, by account/contract/service period. Separate active due plans, pending milestones, inactive schedules and released amounts without a plan; credit memos do not silently make the same obligation billable again.
Billing · View preview
Approval waits for the executive approver.
Positive finalized issued invoice Balance in current, 1–30, 31–60, 61–90 and over-90 days past DueDate as of a stated date/timezone. Show retained unapplied cash and available account credit separately; exclude Draft/Void artifacts and unconfirmed reversals/refunds.
Billing · View preview
Approval waits for the executive approver.
For a stated rolling period: end-of-period gross receivables divided by net credit sales during that period times period days. Use finalized issued invoice totals less issued credits as sales, with cash sales excluded by the frozen Invoices.SaleType classification; denominator zero/negative yields unavailable. Payment/application dates provide separate actual days-to-settle cohorts, not a substitute DSO formula. No GL or revenue-recognition result is implied.
Orders · View preview
Approval conditions.
No reports are assigned to this role. Select Everyone to see all reports.
Follow preparation and buyer-response times, with open proposals separated from completed outcomes and signature events tied to their sent version.
Compare eligible proposal outcomes by discount band, rep and price book. Keep the chosen cohort and unresolved proposals visible before interpreting a rate.
| Quote | Quote.Account | Quote.Owner | Quote.Grand Total | Quote.Margin Percent | Approval Type |
|---|---|---|---|---|---|
| QTS-75550 | QT.-404 | QT.-732 | 29,716.27 | 10 | Discount |
| QTS-20552 | QT.-907 | QT.-556 | 41,765.01 | 0 | Floor |
| QTS-57434 | QT.-534 | QT.-262 | 19,977.18 | 13 | Terms |
| QTS-66580 | QT.-494 | QT.-406 | 29,932.75 | 1 | Discount |
| QTS-79555 | QT.-966 | QT.-871 | 5,988.72 | 3 | Floor |
| QTS-33575 | QT.-965 | QT.-387 | 8,683.29 | 3 | Terms |
Review accepted commercial value by business type and period, preserving amendment effects and the distinction between recurring value and one-time sales.
Approval conditions.
Trace discount amounts to their accepted line allocation, separating discretionary concessions from automatic combination pricing.
| Quote | Quote.Account | Quote.Owner | Quote.Grand Total | Quote.Margin Percent | Approval Type |
|---|---|---|---|---|---|
| QTS-75550 | QT.-404 | QT.-732 | 29,716.27 | 10 | Discount |
| QTS-20552 | QT.-907 | QT.-556 | 41,765.01 | 0 | Floor |
| QTS-57434 | QT.-534 | QT.-262 | 19,977.18 | 13 | Terms |
| QTS-66580 | QT.-494 | QT.-406 | 29,932.75 | 1 | Discount |
| QTS-79555 | QT.-966 | QT.-871 | 5,988.72 | 3 | Floor |
| QTS-33575 | QT.-965 | QT.-387 | 8,683.29 | 3 | Terms |
Review decision time and pending age by approver, tier and review type, retaining delegation and escalation context.
| Quote | Quote.Account | Quote.Owner | Quote.Grand Total | Quote.Margin Percent | Approval Type |
|---|---|---|---|---|---|
| QTS-75550 | QT.-404 | QT.-732 | 29,716.27 | 10 | Discount |
| QTS-20552 | QT.-907 | QT.-556 | 41,765.01 | 0 | Floor |
| QTS-57434 | QT.-534 | QT.-262 | 19,977.18 | 13 | Terms |
| QTS-66580 | QT.-494 | QT.-406 | 29,932.75 | 1 | Discount |
| QTS-79555 | QT.-966 | QT.-871 | 5,988.72 | 3 | Floor |
| QTS-33575 | QT.-965 | QT.-387 | 8,683.29 | 3 | Terms |
Find missing entries, cost or floor information and inconsistent quantity bands before activating a price book.
| SKU | Name | Family | Type | Base Price | Unit Cost |
|---|---|---|---|---|---|
| SKU-557 | Product 193 | FML-219 | Standalone | 530 | 520 |
| SKU-390 | Product 642 | FML-861 | Bundle | 280 | 940 |
| SKU-905 | Product 599 | FML-781 | Subscription | 240 | 50 |
| SKU-647 | Product 516 | FML-337 | Service | 160 | 520 |
| SKU-344 | Product 707 | FML-992 | Addon. A Bundle has BundleComponents | 720 | 840 |
| SKU-458 | Product 446 | FML-788 | Standalone | 340 | 800 |
Investigate recorded rule evaluations, including blocked attempts, to see which product combinations repeatedly need attention.
| SKU | Name | Family | Type | Base Price | Unit Cost |
|---|---|---|---|---|---|
| SKU-557 | Product 193 | FML-219 | Standalone | 530 | 520 |
| SKU-390 | Product 642 | FML-861 | Bundle | 280 | 940 |
| SKU-905 | Product 599 | FML-781 | Subscription | 240 | 50 |
| SKU-647 | Product 516 | FML-337 | Service | 160 | 520 |
| SKU-344 | Product 707 | FML-992 | Addon. A Bundle has BundleComponents | 720 | 840 |
| SKU-458 | Product 446 | FML-788 | Standalone | 340 | 800 |
Compare eligible proposals with those that include a bundle, using the recorded qualification and price allocation rather than today's catalog rules.
Approval conditions.
Review agreements due for renewal, their decisions and the recurring value carried into the next term. Separate a pending decision from a documented non-renewal.
Reconcile accepted obligations with scheduled and invoiced amounts. Find released orders without an active schedule and milestones still awaiting evidence.
Approval waits for the executive approver.
Work remaining invoice balances alongside unapplied cash and available credits, with reversals and corrections reflected in the position.
Approval waits for the executive approver.
Review receivables against the defined invoiced-sales population and period. Show unavailable results where the denominator is missing rather than presenting an invented rate.
Approval conditions.
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