Quote Velocity Grouped
Follow preparation and buyer-response times, with open proposals separated from completed outcomes and signature events tied to their sent version.
From Pricing rules
- CPQ & Quote-to-Cash
- Reports and dashboards
Reports for the questions your team asks
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.
Overview×
CPQ & Quote-to-Cash · Overview
CPQ & Quote-to-Cash dashboard
This quarter
Sales orders in view
6Upfront
2Recurring
2Milestone
2Quotes by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 46 | ||
| Submitted | 28 | 61% | |
| Approved | 15 | 54% | |
| Sent | 10 | 67% |
Grand total by status
Sample totals per stage
Sales performance
Win Rate by Discount Band List
Compare eligible proposal outcomes by discount band, rep and price book. Keep the chosen cohort and unresolved proposals visible before interpreting a rate.
From Pricing rules
Bookings by Period List
Review accepted commercial value by business type and period, preserving amendment effects and the distinction between recurring value and one-time sales.
From Orders
Pricing and approvals
Discount Leakage Grouped
Trace discount amounts to their accepted line allocation, separating discretionary concessions from automatic combination pricing.
From Pricing rules
Approval Bottlenecks List
Review decision time and pending age by approver, tier and review type, retaining delegation and escalation context.
From Approvals
Pricing Coverage List
Find missing entries, cost or floor information and inconsistent quantity bands before activating a price book.
From Configurator
Configuration Rule Hits List
Investigate recorded rule evaluations, including blocked attempts, to see which product combinations repeatedly need attention.
From Configurator
Bundle Attach Rate List
Compare eligible proposals with those that include a bundle, using the recorded qualification and price allocation rather than today’s catalog rules.
From Pricing rules
Contracts and renewals
Renewal Outcomes Grouped
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.
From Contracts
Billing and collection
Billing Backlog Grouped
Reconcile accepted obligations with scheduled and invoiced amounts. Find released orders without an active schedule and milestones still awaiting evidence.
From Contracts
Invoice Aging List
Work remaining invoice balances alongside unapplied cash and available credits, with reversals and corrections reflected in the position.
From Billing
Days Sales Outstanding List
Review receivables against the defined invoiced-sales population and period. Show unavailable results where the denominator is missing rather than presenting an invented rate.
From Billing
Set up CPQ & Quote-to-Cash your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.