---
title: "View visual analytics in agreements"
slug: "view-visual-analytics"
description: "Access real-time, interactive analytics directly from agreements."
updated: 2025-07-24T11:15:36Z
published: 2025-08-15T13:00:09Z
canonical: "docs.zilliant.com/view-visual-analytics"
---

> ## 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 agreements

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).

You can access visual analytics from both header and line item levels in:

- [Agreements under negotiation](/v1/docs/view-visual-analytics#view-visual-analytics-in-agreements-under-negotiation)
- [Published agreements](/v1/docs/view-visual-analytics#view-visual-analytics-in-published-agreements)

## Prerequisites

Your administrator must [configure and enable visual analytics](/v1/docs/set-up-visual-analytics-integration) before you can use it.

## View visual analytics in agreements under negotiation

### Top-level analytics

This analytics view shows the overall insights for your agreement, such as trends across the entire customer account or regional benchmarks. To open it:

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. Move through the list or search to locate the agreement, then select it.
4. From the top button bar, select **Actions** > **Visual Analytics**.
5. Select a tab with the needed analytics report.

### Line item-level analytics

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

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. Move through the list or search to locate the agreement, then select it.
4. On the **Line Items** tab, select line items.
5. From the button bar above the line items table, select View Visual Analytics.
6. Select a tab with the needed analytics report.

## View visual analytics in published agreements

### Top-level analytics

This analytics view shows the overall insights for your agreement, such as trends across the entire customer account or regional benchmarks. To open it:

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

### Line item-level analytics

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

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Published)**.
3. Move through the list or search to locate the agreement, then select it.
4. On the **Line Items** tab, select line items.
5. From the button bar above the line items table, select View Visual Analytics.
6. 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=2026-11-11T12%3A16%3A51Z&se=2026-11-11T13%3A16%3A51Z&sr=c&sp=r&sig=cw3ZoXSxzPCKMJA4uOBQtlRsr9fQR28Ha%2F4ZZg09FI4%3D)

View Visual Analytics