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Pricing Discount Calendar
Pricing analysts can easily see and understand the diverse discounts associated with a product through the pricing discount calendar.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Salesforce Pricing is enabled |
The Pricing Discount calendar shows all the applied price adjustment schedule types for a product and the range of discounts over different dates. To better analyze this information, users can group discounts based on their respective schedule types, such as Volume, Attribute, and Bundle. They can also search for a particular schedule type by using available filters.
To help you easily identify their date range and status, pricing discounts are color-coded. Green indicates that the pricing discount applied is a volume-based discount, Red indicates an attribute-based discount, and Blue indicates that the pricing discount applied is a bundle-based discount.
The calendar is available from the product record in the Price Management app and requires either the Salesforce Pricing Design Time User or Salesforce Pricing Run Time User permission.
How to Use the Pricing Discount Calendar?
There are various options available to view specific discounts for a product.
| COMPONENT | HOW IT HELPS | HOW TO USE IT |
|---|---|---|
| Today | View the calendar from the current date. | If you’re on a viewing period in the future or in the past, click Today to view the discounts for the current date. |
| Start Date | Select the date that you want to view the calendar from. | To view discounts applied to a product for a specific period, select the start date. |
| Period | Select the date range of the calendar. Use  to change the dates on the calendar for the date range that you
selected. |
To view discounts for a specific date range, for example, a month, select Month from the dropdown. |
| Group By | Select how you want the discounts grouped. | To group pricing discounts based on the price adjustment schedule, select Schedule Type. |
| Filter | Use filters to find a specific pricing discount applied to your product. | Use filters to find discounts based on the schedule type, the selling model type, and the pricing term unit. |
| Refresh | Refresh the calendar after you add a discount or price adjustment method against a product to see it on the calendar. | For example, if you can’t find a discount that another user created while you were viewing the calendar, refresh the calendar. |
