Resource Overview

Use this tool to define, track, and report on your key CPQ performance metrics.

CPQ Program Metrics Dashboard

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Your Problem

You need to demonstrate results for your strategic CPQ program. It is important that you follow a standardized format to organize your company´s CPQ metrics, and to make this a more strategic part of your organization.

Our Solution

We created the CPQ Metrics Dashboard to help you define, track, and report on your key CPQ performance metrics. Each of these metrics can be easily customized to suit your organization's needs. For companies large and small, it is important you keep track of metrics and key performance indicators so you can identify areas where you need to improve upon. This dashboard allows you to better monitor these metrics.

This tool works by allowing you to enter information for eight key performance metrics. If you need to add more indicators, this tool can be easily customized. Once you have entered your data in the metrics tab, visit the dashboard tab, where you can see a visual representation of each of these key performing metrics. This is a great communication tool and will allow you to make sure that CPQ plays a more strategic role within your organization.

Key Benefits

  • increased credibility from defined metrics
  • more accountability for team members
  • support for budget approval
  • save 4 hours on formatting
  • provides a real-world example

 

Microsoft Excel Spreadsheet

Estimated Time Required: 1 Hour

Skills Required: Excel (basic)