# Quote guidance bands: optimization template

> Target, floor and stretch for every quote, from the win curve and the margin goal, with approval routes for anything outside.

Source: https://revomo.ai/marketplace/templates/quote-guidance/

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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/)
- [Templates](https://revomo.ai/marketplace/templates/)
- [Optimization](https://revomo.ai/marketplace/templates/?category=optimization)
- Template

## Quote guidance bands

Target, floor and stretch for every quote, from the win curve and the margin goal, with approval routes for anything outside.
[See the Quote guidance bands in Revomo →](https://revomo.ai/contact/?source=marketplace&type=template&artifact=quote-guidance&name=Quote+guidance+bands&collection=quote-deal-performance)

### 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 index](https://revomo.ai/marketplace/metrics/price-realization/)*Metric* Act when: Below 95 on any national account, or a two-point drop in a quarter
- [Custom price requests](https://revomo.ai/marketplace/metrics/custom-price-requests/)*Metric* Act when: A spike against the trailing eight weeks
- [Win rate](https://revomo.ai/marketplace/metrics/win-rate/)*Metric* Act when: A drop over x points, or a jump over y
- [Average deal size](https://revomo.ai/marketplace/metrics/deal-size/)*Metric* Act when: A change of x% either way
- [Sales cycle time](https://revomo.ai/marketplace/metrics/cycle-time/)*Metric* Act when: Rising days or months
- [Quote guidance adherence](https://revomo.ai/marketplace/metrics/guidance-adherence/)*Metric* Act when: Below 80%, or a higher win rate outside the band than inside
- [Exception value on record](https://revomo.ai/marketplace/metrics/exception-value/)*Metric* Act 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

All industries

Type
Template

Category
[Optimization](https://revomo.ai/marketplace/templates/?category=optimization)

Industries
All industries

Business need
[Quote & Deal Performance](https://revomo.ai/marketplace/collections/quote-deal-performance/)

Composed of
3 platform objects

[See this in Revomo →](https://revomo.ai/contact/?source=marketplace&type=template&artifact=quote-guidance&name=Quote+guidance+bands&collection=quote-deal-performance) On representative data, or a slice of your own.

### Related templates

- 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

### See this template in Revomo.

We will show the Quote guidance bands running on representative data, or on a slice of your own, and what it would take to run it on yours.
[See this on your commercial data →](https://revomo.ai/contact/?source=marketplace&type=template&artifact=quote-guidance&name=Quote+guidance+bands&collection=quote-deal-performance)[All templates](https://revomo.ai/marketplace/templates/)
