CPQ Strategy Scorecard

Resource Overview

Outline your CPQ strategy for the upcoming year with this easy-to-use Microsoft Excel scorecard.


Related Resources

Your Problem

You need to create & outline your CPQ strategy at a high-level. You also need to briefly discuss the main objectives, key performance indicators (KPIs) and timeframes for your program.

Our Solution

Our CPQ Strategy Scorecard will help you document your CPQ objectives, initiatives, metrics, and goals for the upcoming year. This one-page Excel template will provide your company with the tools needed to track and to organize your current strategy.

This customizable CPQ plan will allow you to organize your company´s CPQ objectives in order of importance so that you can easily communicate your program's objectives to your senior management team.

Key Benefits

  • one-page Excel document
  • includes sample objectives & details
  • facilitates communication with executive team
  • outlines CPQ strategy
  • save 2 hours on formatting


Microsoft Excel Spreadsheet

Estimated Time Required: 2 Hours

Skills Required: Excel (Basic)