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            Create and Work with Sales Agreements

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            Create and Work with Sales Agreements

            Bring predictability to your business transactions, profitability, and revenue margins with sales agreements. Use sales agreements to negotiate purchase and sale of products over a continued period of time. A sales agreement provides you insight into products, prices, discounts, and quantities. With an integrated sales experience, you can also track your planned and actual quantities and revenues with real time updates from orders and contracts.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            • Sales Agreement Metrics
              Track the key quantity and revenue metrics for long-term business negotiations that matter to your company in sales agreements. You can view metrics for products and categories across all schedules on the Agreement Terms tab of a sales agreement. While some metrics are auto-calculated based on orders and contracts, you can specify values for others.
            • Create a Sales Agreement
              Create a sales agreement to get a consolidated view of products, schedules, and associated metrics for long-term business transactions.
            • Manage Products and Categories in a Sales Agreement
              Key account managers can add products or categories to a sales agreement based on the product level of the agreement. After you add products or categories to a sales agreement, you must get the agreement approved. You can also update the products or categories that you add to a draft sales agreement. When a new product line or product category is introduced, or an existing line is expanded to include more products, you can add more products or categories to an activated sales agreement.
            • Manage Sales Agreement Terms
              Monitor revenue and quantity metrics across various products and schedules in a sales agreement on the Agreement Terms tab on a Sales Agreement record. Update individual or multiple sales agreement values at a time. Recalculate the agreement’s actuals.
            • Manage Sales Agreements Actuals
              With sales agreements, sales teams can track the actual revenue and quantity values, or actuals, from fulfilled orders. Sales teams can compare actuals with planned revenue and quantity values to track customer compliance with sales agreements.
            • Manage the Lifecycle of a Sales Agreement
              Track the planned and actual values of agreement terms across the lifecycle of sales agreements—from inception to renewal.
            • Use Deep Clone
              Create renewals quickly and accurately by cloning key details from the original Sales Agreement, including products, pricing, schedules, and related data. Reduce manual effort, ensure data consistency, minimize errors, and improve efficiency for your sales team.
             
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