Guidelines for Pricing Guidance

As you work with pricing guidance, keep these important guidelines in mind. (Salesforce CPQ Managed Package)

Available in: Salesforce CPQ+ Summer ’19 and later

General Guidelines

Suggested discounts have no restrictions. You can set your target, norm, and floor discounts percentages as any positive or negative value away form the median discount, even values above 100% to any value, even values greater or less than 100%.
The Create Pricing Guidance filters support only the predefined filters. Users can't add custom fields as filters.
Disabling pricing doesn't remove values from the Pricing Guidance field on the quote and quote line, or additional discounts applied when sales reps clicked Accept Recommendation. Salesforce CPQ removes only the quote line's icon. Changing the quantity and doing a calculate won't clear or update the pricing guidance field in the quote line editor.
Once you save a pricing guidance view, you can't modify it further in the Create Pricing Guidance page. You can edit it only by making changes on the pricing guidance record.
By default, pricing guidance evaluates quantities of products that sales reps sold on previous quotes. Let's say their current quote line has a quantity of 1, and a previous quote that they sold contains a quote line for the same product with a quantity of 8. Salesforce CPQ uses a quantity of 9 when evaluating the guidance tier for their current quote line. You can turn off this feature by deselecting the Include Prior Purchases field on the pricing guidance record.

Pricing Guidance views must be shared manually. Go to Analytics Studio, navigate to the dashboard, and share the view with other users.

The pricing guidance icon doesn't appear on renewed quote lines until the first time the renewal quote is calculated. This way, the renewed quote line's pricing guidance can evaluate pricing guidance record or product updates made since the original quote.
If a sales rep accepts pricing guidance and renews the quote line, the renewal quote line inherits the original quote line's Additional Discount.

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