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Salesforce CPQ Opportunity Page Layout
To keep your opportunity records accurate and organized, it helps if the page layout has fields grouped into sections and includes several related lists. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
Sections
The Opportunity Information section is on the Opportunity layout page by default, but make sure it contains the following fields.
| Column 1 | Column 2 |
|---|---|
| Opportunity Owner | Close Date |
| Opportunity Name | Stage |
| Account Name | Probability (%) |
| Type | Add On |
| Next Step Description |
| Column 1 | Column 2 |
|---|---|
| Expected Revenue | Amount |
| Column 1 | Column 2 |
|---|---|
| ARR | ACV (First Year) |
| MRR | TCV |
| NRR | Margin (Amt) |
| Margin (%) |
| Column 1 | Column 2 |
|---|---|
| Create Contracted Prices | Contracted |
| Primary Quote | Renewal |
| Price Book | Renewed Contract |
| Ordered | Amended Contract |
| Column 1 | Column 2 |
|---|---|
| Approval Status | Discount % |
| Approver | Payment Terms |
| Approval Step | Custom Product |
| Created By | Last Modified By |
Related Lists
The titles represent the related list names, while the lists represent the fields each related list contains.
Quotes
- Primary
- Quote Number
- Net Amount
- Status
- Created By
- Start Date
Orders
- Order Number
- Status
- Order Start Date
- Contract Number
- Order Amount
Contracts
- Contract Number
- Status
- Account Name
- Contract Start Date
- Contract End Date
- Contract Term (Months)
Quote Documents
- Document Name
Products
- Product
- Quantity
- Sales Price
- Date
- Line Description
- Parent ID
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