Hello! Is there a way to calculate KPI with Reporting Manager? — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Hello! Is there a way to calculate KPI with Reporting Manager?

in Configure Price Quote 2 comments

Summary:

Using Reporting Manager I can create reports that can be exported to Excel. These Excel reports contain data that my client can use to calculate some KPIs. The calcutation takes place in Excel at the moment. I would like to know if there is a way to calculate these KPIs directly on the Reporting Manager in CPQ.

Content (please ensure you mask any confidential information):

For example, let's take the Conversione Rate KPI; let's assume the calculation I need is #quote_converted_into_order/#total_quote. Let's assume I have some attributes to distinguish between quotes that have been converted into orders and quotes that have not, so I can draw a report based on these attributes. How can I find #quote_converted_into_order and #total_quote through Reporting Manager? How can I subsequently use these numbers to calculate the KPI through Reportin Manager?

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!