Reports for Pricing Guidance Usage

When you use pricing guidance with quotes, Salesforce CPQ makes a quote line pricing guidance record for the resulting quote line. This record represents the specific pricing guidance applied to the quote line in the quote line editor. The quote line pricing guidance record inherits the floor, norm, and target discount values from the product’s pricing guidance record.

In Salesforce CPQ Winter ’20, we added two fields that let you track whether sales reps viewed the guidance and whether they accepted its target discount.

Viewed

Salesforce CPQ selects this field when a sales rep clicks a quote line’s Pricing Guidance icon, then saves or quick saves the quote.

Guidance Used

Salesforce CPQ selects this field when a sales rep applies an additional discount that matches the Target Discount on the quote line’s pricing guidance.

Example Here’s a simple report template that groups the rows by the Guidance Used field.

Group Rows

Guidance Used

Columns

Product Name

Additional Discount (%)

Guidance

Viewed

Quote: Quote Number

Created by: Full Name

Last Modified By: Full Name

Let’s run this report in a sample org. Since we grouped rows by the Guidance Used field, the report shows us quote lines where pricing guidance wasn’t available (1), where pricing guidance wasn’t used (2), and where pricing guidance was used (3).