If your organization uses Zilliant Price Manager and Tableau, your administrator can enable you to access real-time, interactive analytics directly in CPQ. Embedded visual analytics through Tableau provides meaningful insights, such as historical sales trends or product-level margin analysis. This helps you make informed pricing and negotiation decisions faster and with more transparency. For more details on the visual analytics through Tableau, read About integration.
In quotes, you can view:
Prerequisites
Your administrator must configure and enable visual analytics before you can use it.
View top-level visual analytics
This analytics view shows the overall insights for your quote, such as trends across the entire customer account or regional benchmarks. To open it:
From the application left navigation area, select Quotes.
Move through the list or search to locate the quote, then select it.
From the top button bar, select Actions > Visual Analytics.
View visual analytics on the line item-level
This analytics view shows insights for selected line items in your quote. To open it:
From the application left navigation area, select Quotes.
Move through the list or search to locate the quote, then select it.
On the Items tab, select line items.
From the button bar above the line items table, select View Visual Analytics.
