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Manage Your Quotes with CPQ
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            Making Useful Guidance Filters

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            Making Useful Guidance Filters

            The Create Pricing Guidance page provides you with several ways to filter the products and quotes that you evaluate. We've provided some helpful tips for making filters that show exactly the types of products you're looking for. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ+ Summer ’19 and later for users with an EinsteinAnalyticsPlus license
            • Take note of time periods that had an unusual or unexpected influence on your overall pricing trends. For example, a month-long holiday sale or two weeks of suspended sales during a company acquisition can increase the median discount over a three-month period.
            • We recommend setting the Quote Status filter to Accepted. This filter evaluates discounts from only won deals, where discounts likely helped make a sale.
            • You can include more than one product in your filter's scope, and assign the pricing guidance record to each product . This type of setup is useful for applying guidance to products that share a theme or model type.
            • To avoid skewed recommendations, consider combining similar products in a filter when one of the products has a low quantity. For example, if you sold 500 standard workstations and 5 premium workstations, and filter on the 5 premium workstation only, you run the risk of unrealistic discount information.
            • To apply discounts based on factors besides quote line quantity or product, use price rules.
             
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