Understanding Quote Details

A Nextian CPQ quote can be examined from the following perspectives:

Perspective Description
Quote Summary Corresponds to what a customer sees on quote PDF documents and contains only details available to customers.It answers How much am I going to pay? question.
Revenue Analysis Shows quote impact on recurring and non-recurring revenue:

  • Provides a breakdown of lost, new, uptick/downtick of monthly recurring revenue per each line item as well as total summary
  • Provides a summary of non-recurring charges

It answers How will the quote affect revenue on my income statement? and is intended for CFOs and financial analysts.
Recurring Profit Analysis Shows quote impact on recurring margin:

  • Provides a breakdown of lost, new, uptick/downtick of monthly recurring profit per each line item as well as total summary
  • Price-book costs are used for lost margin calculations for service cancellations and replacements and re-terms

It answers How will the quote affect gross profit on my income statement? and is intended for CFOs and financial analysts.
Profit & Margin Analysis Shows profit (dollar or currency amount) and margin (percentage) for new services and non-recurring charges on a per line item breakdown.
Contract Value Analysis Show total potential contract revenue and profit: monthly values multiplied by the number of months in term summarized across all new (and only new) subscription line items on the quote.

Each perspective is represented as a separate tab on the quote view:

Nextian CPQ quote summary - new, replace, re-term and cancel line items on one quote
Nextian CPQ Quote summary – new, replace, re-term and cancel line items on one quote

Please refer to this section on Nextian quote financial model for more details the three perspectives, financial calculations and how they are propagated to opportunities and orders.

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