Quote Value by Status List
How much quoted USD value sits in preparation, review, approval or acceptance for each selling organization?
From Quote Preparation
- Retail & E-Commerce CPQ
- Reports and analytics
Reports for the questions your team asks
Understand quote exposure, channel review demand and the evidence behind handoff outcomes.
Overview×
Retail & E-Commerce CPQ · Overview
Retail & E-Commerce CPQ dashboard
This quarter
Bundle offers in view
6Total bundle quantity
4,630Submitted
6Valid until in 14 days
5Quotes by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 29 | ||
| Review | 17 | 59% | |
| Approved | 8 | 47% | |
| Accepted | 4 | 50% |
Revision by status
Sample totals per stage
Questions to answer
Owner Quote Exposure Grouped
Which assigned offers need follow-up, and which validity dates have passed?
From Quote Preparation
Line Pricing Detail Grouped
Which quantities and discount amounts explain the parent quote's net price?
From Quote Preparation
Channel Offer Review List
Which channel offers are submitted, approved or waiting for completion evidence?
From Channel Bundles
Acceptance and Handoff Evidence Grouped
Which accepted customer offers have confirming external order references, and which still need investigation?
From Quote Preparation
Operation Exception Detail List
What action and revision produced each failed operation or result needing review?
From Line Pricing
More reports
Approval Revision History Grouped
Show review decisions under Quotes with source revision, Reviewer, Decision, Reason and decided at.
Evidence Visibility Register List
List record attachments by Parent, Visibility and evidence type with uploaded at and uploaded by.
Set up Retail & E-Commerce CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.