View Agreement Terms Data in the Sales Agreements Table

Get an Enhanced View for the Sales Agreement Table

Swiftly track and maintain your sales agreement data by using the enhanced view of the sales agreement table. The enhanced view for the sales agreement table is enabled by default.

The enhanced view comes with these features.

• Frozen Columns: The Product Name, Metric, and Total columns stay visible while you scroll across various schedules in the agreement. This feature ensures that you don’t lose context of the product and metrics, and don’t make data entry errors.
• Merged Product Name Cells: The cells with the product names are merged so you can easily identify the metrics for each product.
• Keyboard Shortcuts: You can quickly perform key actions such as editing a cell, saving your changes, and redoing your changes. See View Agreement Terms Data in the Sales Agreements Table.

If needed, you can switch to the legacy view for sales agreement data. To use the legacy view on a sales agreement’s record page, turn on Legacy View on the Agreement Terms tab. The legacy view for sales agreements doesn’t include the features that come with the enhanced view for sales agreements.

Note We recommend that you use the enhanced view to make the most of the performance, usability, and accessibility enhancements.

Use Display Names for Sales Agreements Products

If key account managers specify display names for products or categories in sales agreements, then the display names are shown in the sales agreement table. If they don't specify display names, then the default names for the products or categories are shown.

Key account managers can add a product multiple times to a sales agreement by giving each instance a unique display name. For duplicate products, they must select one of the product instances as the primary product to be used for actuals calculation.

View Sales Agreement Data for a Metric Group

Use metric groups to view the agreement terms for specific metrics. Your admin can create metric groups that include selected metrics based on your business needs.

To view the data for selected metrics that are part of a metric group on the sales agreement table, select the metric group from the Metric Group field.

For example, to view forecasts specific to the revenue measures that are part of a group, select Revenue Metrics.

The data for the default metric group is shown in the sales agreement table. If your admin doesn't specify a default group in the Sales Agreements settings in Setup, the data for the first group in the alphabetically sorted order is shown.

View Sales Agreement Data for All Schedules

The sales agreement table shows the agreement terms for only eight periods, by default. You can choose to view agreement terms for all schedules.

View Attributes for a Sales Agreement Product

Click a product name in sales agreements table and view the attributes, pricing, and other key details of products in sales agreements in a single panel.

Easily track customers' preferred product configurations and differentiate between the same products with different attributes in an agreement. You can also track critical quantity and revenue metrics for products and categories in the panel.

View Revised Sales Agreement Data

After you add or update the products or categories in an activated sales agreement, view the agreement terms for all items, items with edits, and recently added items. Switch the views on the Agreement Terms tab.

1. On the Agreement Terms tab of an updated product-based sales agreement, choose one of these options.
   • All Products
   • Products with Edits
   • Recently Added Products
   
   The agreement terms grid shows the metrics for the selected products.
2. On the Agreement Terms tab of an updated category-based sales agreement, choose one of these options.
   • All Categories
   • Categories with Edits
   • Recently Added Categories
   The agreement terms grid shows the metrics for the selected categories.

View Adjustments in Sales Agreement Values

After setting up tracking for sales agreement adjustments, you can view the previous and updated values, user details, and any adjustment notes when users modify metric values in the Agreement Terms grid or through mass update processes.

1. On a sales agreement’s record page, click Agreement Terms.
2. Click in a cell.
   The icon indicates that the value in the cell has been modified. In the popover, you can view the previous and updated values, along with the User ID, date and time of each adjustment, and any adjustment notes.

Get an Expanded View of Sales Agreement Data

Get a larger, focused view into the agreement terms of a sales agreement by opening the terms on a separate window.

On a sales agreement’s record page, on the Agreement Terms tab, click .

The agreement terms appear on a separate window with the data for all schedules.

Filter Sales Agreement Data

Filter the agreement terms in the sales agreement table to quickly locate specific products, schedules, or metrics. You can apply multiple filter conditions to narrow results by product-related attributes, schedules, and time periods.

1. On a sales agreement’s record page, on the Agreement Terms tab, click .
2. To filter agreement terms by product-related fields, such as products or other product attributes, search for and select the required values. You can also filter using any field from Sales Agreement Product Schedules, including custom fields.
3. To filter agreement terms by schedules, select one or more schedules to display only the relevant periods in the agreement terms grid.
4. To filter agreement terms by time period, select an option.

   Option	Description
   Range	Shows the forecast for a specified range.
   Set Periods	Shows the forecast for up to eight selected periods.

   When no specific time period filter is applied, the system automatically defaults to the Current Period.

5. Apply the filter.

Example Example: An account manager for a manufacturing company wants to review the performance of specific products and metrics for the upcoming quarter. The agreement includes products such as Industrial Drills and Compact Saws, with tracked metrics including Planned Quantity and Sales Price.

Filter By	Output
Product Category: Power Tools	Shows only Industrial Drills. All products in other categories, such as Hand Tools, are hidden.
Metric: Sales Price	Shows only the Sales Price rows for each product. Quantity based metrics are hidden.
Schedules: Jan, Feb, Mar	Shows only the data for the first three months of the year.
Time Period: Current Periods	Shows data for the current month and the subsequent 7 months.

Note If you are in the Legacy View, the features such as filtering by product-related fields, schedules, and time periods are not available.

Keyboard Actions for Sales Agreement Data

Navigate through your sales agreement data and quickly perform key actions by using your keyboard. Use shortcuts to save changes, undo changes, edit a cell, and so on. To use keyboard actions, you must use the enhanced view for sales agreements.