Quote guidance bands

The business question

What target, floor and stretch should every quote carry?

What it does

Derives guidance bands from the win curve and the margin goal, with approval routing for anything outside the band.

What’s inside

Composed from the platform’s own objects, so it is a configuration you can open, not a document.

• Optimizer: guidance bands
• Model: win probability
• Ruleset: approval routing

Uses these metrics

The measures that call for this template when they move, each with its own page.

• Price realization indexMetricAct when: Below 95 on any national account, or a two-point drop in a quarter
• Custom price requestsMetricAct when: A spike against the trailing eight weeks
• Win rateMetricAct when: A drop over x points, or a jump over y
• Average deal sizeMetricAct when: A change of x% either way
• Sales cycle timeMetricAct when: Rising days or months
• Quote guidance adherenceMetricAct when: Below 80%, or a higher win rate outside the band than inside
• Exception value on recordMetricAct when: Over 10% of a decision’s modeled value

Commercial context required

What Revomo reads to run it. Everything else in the template is derived from these records.

• The governed commercial context: customers, products, transactions, prices, costs and agreements

Relevant industries