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The CPQ Metrics & KPI Dictionary is a free, vendor-neutral reference for standardising how quote speed, approval efficiency, commercial control, quote quality and commercial outcomes are defined and measured.
Version 1.0.0 contains 14 controlled metrics across four categories: Speed and flow, Approval efficiency, Commercial control, and Quality and outcome.
Includes an Excel workbook, CSV and JSON dictionaries, JSON Schema, dashboard specification, data requirements, implementation checklist and fictional examples.
For pricing, sales operations, revenue operations, deal desk, CPQ, BI and analytics teams. No industry benchmarks, KPI targets or recommended thresholds are provided.
Published by Configure to WIN.
https://configure.win/resources/cpq-metrics
Features
- 14 vendor-neutral CPQ metrics across four controlled categories
- Controlled KPI definitions, formulas, units and reporting grain
- Excel workbook for business and analytics teams
- Machine-readable CSV and JSON metric dictionaries
- JSON Schema for validating the metric dictionary
- Dashboard specification with views, widgets and suggested dimensions
- Data requirements for timestamps, workflow events, measures and outcomes
- Implementation checklist for measurement and governance
- Worked fictional calculation examples for all 14 metrics
- Fictional quote-performance dashboard dataset for prototyping
