An open-ended question: what are the best reports, etc. people have used with CPQ to report on aggregated revenue uplift types for amendments and renewals in CPQ? Context: if we can find a way to do it, we would like to find a way to report on $$ coming from new product upsells, price uplifts on existing products, and/or added seats on existing products so we can have a better understanding of which is contributing to customer growth over time. Any ideas / methods you have seen before would be appreciated! :)
Josh Priem (Sojern) Forum Ambassador
You'd need a few different things for all of that, but product upsells would be a report where Effective Quantity <> 0. You'd need to correlate that with prior quantity to know which is a new line upsell vs increasing quantity depending on your environment. As far as forecasting rev from upsells that would be doing reporting on the Sub, filtering by dates and adding a field to on the sub that either shows the new total at renewal or just the delta.