# Quote & Deal Performance: metrics and templates to improve guidance, approvals and deal economics

> Give every quote a defensible price, keep exceptions on record, and see win rate, deal size and cycle time move the right way.

Source: https://revomo.ai/marketplace/collections/quote-deal-performance/

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[Marketplace](https://revomo.ai/marketplace/)[Explore](https://revomo.ai/marketplace/)[Templates](https://revomo.ai/marketplace/templates/)[Metrics](https://revomo.ai/marketplace/metrics/)

Marketplace
- [Explore](https://revomo.ai/marketplace/)
- [Templates](https://revomo.ai/marketplace/templates/)
- [Metrics](https://revomo.ai/marketplace/metrics/)

Business need
- [Margin Leakage](https://revomo.ai/marketplace/collections/margin-leakage/)
- [Cost Recovery](https://revomo.ai/marketplace/collections/cost-recovery/)
- [Price Increase](https://revomo.ai/marketplace/collections/annual-price-increase/)
- [Quote & Deal Performance](https://revomo.ai/marketplace/collections/quote-deal-performance/)
- [Contract Renewal](https://revomo.ai/marketplace/collections/contract-renewal/)
- [Rebates & Incentives](https://revomo.ai/marketplace/collections/rebates-incentives/)
- [Market Response](https://revomo.ai/marketplace/collections/market-response/)

Industry
- [Industrial distribution](https://revomo.ai/marketplace/templates/?industry=distribution)
- [Machinery & industrial products](https://revomo.ai/marketplace/templates/?industry=machinery)
- [Building products](https://revomo.ai/marketplace/templates/?industry=building)
- [Chemicals & materials](https://revomo.ai/marketplace/templates/?industry=chemicals)

Search Marketplace

- [Marketplace](https://revomo.ai/marketplace/)
- [Business need](https://revomo.ai/marketplace/#collections)
- Collection

## Quote & Deal Performance

Give every quote a defensible price, keep exceptions on record, and see win rate, deal size and cycle time move the right way.
[See Quote & Deal Performance in Revomo →](https://revomo.ai/contact/?source=marketplace&type=collection&artifact=quote-deal-performance&name=Quote+%26+Deal+Performance)

### Metrics to watch
[All metrics →](https://revomo.ai/marketplace/metrics/)

- Deals & Commercial Execution #### [Win rate](https://revomo.ai/marketplace/metrics/win-rate/) Quotes won over quotes issued, by price band, segment and rep. **Act when**A drop over x points, or a jump over y Alerts · Against plan · After a decision
- Deals & Commercial Execution #### [Average deal size](https://revomo.ai/marketplace/metrics/deal-size/) Won quote value per deal, by segment and rep. **Act when**A change of x% either way Alerts
- Deals & Commercial Execution #### [Sales cycle time](https://revomo.ai/marketplace/metrics/cycle-time/) Days from quote to order, by segment and by whether an approval was needed. **Act when**Rising days or months Alerts
- Deals & Commercial Execution #### [Quote guidance adherence](https://revomo.ai/marketplace/metrics/guidance-adherence/) Quotes priced inside the target and floor bands, and the win rate inside against outside. **Act when**Below 80%, or a higher win rate outside the band than inside Alerts · After a decision
- Deals & Commercial Execution #### [Corridor compliance](https://revomo.ai/marketplace/metrics/corridor-compliance/) Share of quotes and orders inside the corridor, and the value of the ones outside. **Act when**Below 90%, or exception value rising Alerts · After a decision
- Deals & Commercial Execution #### [Custom price requests](https://revomo.ai/marketplace/metrics/custom-price-requests/) Special price and exception requests per week, by rep and account, against the corridor. **Act when**A spike against the trailing eight weeks Alerts
- Deals & Commercial Execution #### [Exception value on record](https://revomo.ai/marketplace/metrics/exception-value/) Value of signed exceptions after a decision, by approver and account. **Act when**Over 10% of a decision’s modeled value Alerts · After a decision
- Pricing & Realization #### [Discounts given](https://revomo.ai/marketplace/metrics/discounts-given/) Average discount off list and the share of lines discounted, by segment and rep. **Act when**A jump in the average, or new requests above the corridor Alerts · Against plan

### Templates to start with
[All templates →](https://revomo.ai/marketplace/templates/)

- Optimization #### [Quote guidance bands](https://revomo.ai/marketplace/templates/quote-guidance/) Target, floor and stretch for every quote, from the win curve and the margin goal, with approval routes for anything outside. All industries · Uses 7 metrics
- Predictive Models #### [Win probability for quotes](https://revomo.ai/marketplace/templates/win-probability/) The chance a quote wins at each price, from your own outcomes, so guidance is a curve rather than a floor. All industries · Uses 2 metrics
- Analysis & Diagnostics #### [Win, loss and quote velocity](https://revomo.ai/marketplace/templates/win-loss/) Win rate by price position, discount depth and segment, with cycle time from quote to order. All industries · Uses 1 metric
- Analysis & Diagnostics #### [Discount corridor compliance](https://revomo.ai/marketplace/templates/corridor-compliance/) Which quotes and orders left the corridor, by how much, who approved them and what it cost. All industries · Uses 2 metrics
- Optimization #### [Discount corridor optimization](https://revomo.ai/marketplace/templates/corridor-optimization/) Corridor floors by segment and class that recover margin without moving the accounts that would leave. All industries · Uses 6 metrics
- Commercial Data & Context #### [Quote and order unification](https://revomo.ai/marketplace/templates/quote-order-unify/) Quotes from CPQ and orders from ERP on one key, so quoted price, ordered price and invoiced price are three columns on one line. All industries

### Relevant solutions

The solution page explains the buyer problem and Revomo’s approach; this collection is the concrete set of artifacts around it.
- [Quoting & deal price guidanceSolution →](https://revomo.ai/solutions/quoting-deal-price-guidance/)

### Industries

All industries

### See Quote & Deal Performance in Revomo.

We will walk through the metrics and templates in this collection on representative data, or on a slice of your own.
[See Quote & Deal Performance in Revomo →](https://revomo.ai/contact/?source=marketplace&type=collection&artifact=quote-deal-performance&name=Quote+%26+Deal+Performance)[Back to the marketplace](https://revomo.ai/marketplace/)
