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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.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Price Metrics
| Metric | Description | Usage |
|---|---|---|
| List Price | Price per unit of the product as specified in the price book you selected while creating the sales agreement. | The list price is derived from the price book. It can’t be edited for a sales agreement product. |
| Sales Price | Price per unit of the product at which you want to sell it to your customer. If you change the sales price for a specific schedule in Agreement Terms, it only changes for that schedule. | If you change the sales price for a specific schedule in a sales agreement’s terms, it only changes for that schedule. If you’re using the pricing features for Sales Agreements, the sales price is updated when you get the guidance price. |
| Discount Percentage | Discount that you want to offer on the sales price of the product. | If you change the discount for a specific schedule in Agreement Terms, it only changes for that schedule. |
| Cost Price | Cost of manufacturing one unit of the product. | Set up costs for products by using the cost book. Add the new Cost Price metric to a sales agreement to view the cost price of products. If you change the cost price for a specific schedule in Agreement Terms, it only changes for that schedule. |
Amount Metrics
| Metric | Description | Usage |
|---|---|---|
| Initial Planned Amount | Total amount of the product or product category that you initially plan to sell across the sales agreement term. This amount is equally distributed across all schedules when you save your changes. | If you change the planned amount for a specific schedule in Agreement Terms, it only changes for that schedule. This field is mandatory for a product category-based sales agreement. |
| Total Planned Amount | Aggregated value auto-calculated by adding the planned amount of the product across all schedules at a given time. | It dynamically changes based on the schedule-level changes in planned amounts. For a particular schedule, here’s how the planned amount is calculated: {(Planned Quantity for the Schedule X Sales Price for the schedule) X (1-Discount/100)} |
| Total Actual Amount | Total value auto-calculated by adding the actual amount of the product across all schedules at a given time. | It dynamically changes based on the schedule-level changes in actual amounts. Actual amounts can be either manually updated through an API update or derived from orders based on the configuration. Before a sales agreement is active, the actual amount of a product is zero. |
| Total Forecasted Amount | Accumulated value auto-calculated by adding the forecasted amount of the product across all schedules at a given time. | When you create the product, this value is zero. You can change it on the Agreement Terms tab. It dynamically changes based on the schedule-level changes in forecasted amounts. |
Quantity Metrics
| Metric | Description | Usage |
|---|---|---|
| Initial Total Quantity | Total quantity of the product that you initially plan to sell across the sales agreement term. | This quantity is equally distributed across all schedules when you save your changes. If you change the planned quantity for a specific schedule in Agreement Terms, it only changes for that schedule. This field is optional for a category-based sales agreement. |
| Total Planned Quantity | Aggregated value auto-calculated by adding the planned quantities of the product across all schedules at a given time. | When you create the product, this value is the same as the initial total quantity. It dynamically changes based on the schedule-level changes in planned quantities. |
| Total Actual Quantity | The total value auto-calculated by adding the actual quantities of the product across all schedules at a given time. | It dynamically changes based on the schedule-level changes in actual quantities. Actual quantities can be either manually updated through an API update or derived from orders based on the configuration. Before a sales agreement is active, the actual quantity of a product is zero. |
| Total Forecasted Quantity | Accumulated value auto-calculated by adding the forecasted quantities of the product across all schedules at a given time. | When you create the product, this value is the same as the initial total quantity. You can change it on the Agreement Terms tab. It dynamically changes based on the schedule-level changes in forecasted quantities. |
Metrics in the Sales Agreement Terms Table
The data type of the metrics determines the values that you can store.
For metric values with decimals, you can specify the number of decimal places in the agreement terms table. Leading and trailing zeros are removed from the entered value.
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