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CPQ Metrics & KPI Dictionary for B2B Quoting and CPQ

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Zenodo2026-08-05 更新2026-08-13 收录
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The CPQ Metrics & KPI Dictionary for B2B Quoting and CPQ is a vendor-neutral reference dataset for defining and measuring quote performance across pricing, sales operations, revenue operations, deal desk, commercial governance and CPQ processes. Version 1.0 contains 14 controlled metrics organised into four categories: quote speed and flow; approval efficiency; commercial control; quote quality and commercial outcomes. Each metric includes a stable identifier, management question, controlled definition, formula, recommended unit, reporting grain, required source-data fields, typical source category and implementation guidance. The deposit includes: a structured Excel workbook; machine-readable CSV and JSON dictionaries; a JSON Schema; a dashboard specification; data requirements; an implementation checklist; worked calculation examples; a fictional dashboard dataset; supporting methodology and implementation documentation. The dataset is intended for CPQ practitioners, pricing teams, sales operations, revenue operations, deal desks, commercial excellence teams, data analysts, consultants, researchers and software developers. The dictionary does not provide customer data, industry benchmarks, recommended performance targets, prescribed approval thresholds or organisation-specific policy advice. Fictional example values are included solely to demonstrate formulas and support dashboard prototyping. The canonical online resource is published by Configure to WIN at: https://configure.win/resources/cpq-metrics

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Configure to WIN
创建时间:
2026-08-05
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