---
title: "View visual analytics in quotes"
slug: "view-visual-analytics-in-quotes"
description: "Access real-time, interactive analytics directly from quotes."
updated: 2025-07-24T11:16:29Z
published: 2025-08-15T13:00:09Z
canonical: "docs.zilliant.com/view-visual-analytics-in-quotes"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# View visual analytics in quotes

If your organization uses [Zilliant Price Manager](/v1/docs/about-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](/v1/docs/about-visual-analytics-integration).

In quotes, you can view:

- [Top-level visual analytics](/v1/docs/view-visual-analytics-in-quotes#view-toplevel-visual-analytics)
- [Line item-level visual analytics](/v1/docs/view-visual-analytics-in-quotes#view-visual-analytics-on-the-line-itemlevel)

## Prerequisites

Your administrator must [configure and enable visual analytics](/v1/docs/set-up-visual-analytics-integration) 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:

1. From the application left navigation area, select **Quotes**.
2. Move through the list or search to locate the quote, then select it.
3. From the top button bar, select **Actions** > **Visual Analytics**.
4. Select a tab with the needed analytics report.

## View visual analytics on the line item-level

This analytics view shows insights for selected line items in your quote. To open it:

1. From the application left navigation area, select **Quotes**.
2. Move through the list or search to locate the quote, then select it.
3. On the **Items** tab, select line items.
4. From the button bar above the line items table, select View Visual Analytics.
5. Select a tab with the needed analytics report.

![Visual Analytics icon](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Visual%20Analytics.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A33%3A05Z&se=2026-11-10T18%3A33%3A05Z&sr=c&sp=r&sig=GTwM9AGWVpFmrQay%2FKpvJcc0T0PVhYDB9qmtHqmn%2BSU%3D)

View Visual Analytics