Business Intelligence for CPQ

Transform Your CPQ Process with Actionable Insights

Your CPQ system holds valuable sales data, but without the right tools, this data remains untapped potential. Business Intelligence (BI) for CPQ helps you analyze and visualize this information, providing real-time insights into sales performance, quoting efficiency, and customer trends.

What is Business Intelligence for CPQ?

Business Intelligence (BI) for CPQ is a structured approach to analyzing and visualizing sales data generated from your CPQ system. Instead of relying on gut feeling or manual reports, BI provides clear, actionable insights that help you:

Track sales performance, conversion rates, and pricing trends in real time.
Identify bottlenecks in the quoting process and optimize workflows.
Improve forecasting accuracy to predict future sales outcomes.
Make data-driven decisions that enhance sales efficiency and profitability.

With BI for CPQ, you gain full visibility into your sales process, ensuring that every decision is backed by data.

Why Business Intelligence Matters in CPQ Sales

Many companies struggle to measure the real impact of their CPQ system—which quotes win, why deals are lost, and how pricing affects conversions. BI solves this problem by providing clarity.

With CPQ-powered analytics, you can:

Identify top-performing sales strategies – See which configurations and pricing models work best.
Prioritize high-value opportunities – Focus on leads that are more likely to convert.
Optimize pricing and discounting – Ensure your pricing strategy maximizes profitability.
Eliminate inefficiencies – Reduce quoting errors and speed up response times.

A CPQ system collects the data, but BI helps you make sense of it—transforming raw numbers into insights that drive better business decisions.

Key Features of BI for CPQ

Seamless CPQ Integration

Directly connects with Tacton CPQ to provide real-time data analysis.

Custom BI Dashboards

Tailored reports and visualizations based on your unique business needs.

Advanced Analytics & Forecasting

Identifies trends, predicts outcomes, and scores opportunities to help optimize sales strategies.

Automated Reports & Notifications

Keep sales and management teams aligned with automated updates and data-driven alerts.

Scalability & Flexibility

Designed to grow with your business, handling increasing volumes of sales and configuration data.

cpq.se

We’ve been delivering CPQ solutions for over two decades, helping manufacturers unlock the full potential of their sales and configuration data. Our goal is to implement your CPQ Business Intelligence (BI) solution within just one month.

By integrating CPQ BI with Tacton CPQ, we provide manufacturers with real-time insights into quoting efficiency, pricing trends, and sales performance. Our streamlined approach ensures you quickly gain value from your data without lengthy implementation timelines.

We primarily work with North European manufacturers, delivering fast, effective CPQ BI solutions that enhance decision-making and drive sales success.

How We Work – Business Intelligence Workshop for CPQ

CPQ solutions are designed to streamline complex sales processes, but to truly unlock their full potential, you need more than just software—you need the right data strategy. Without clear insights into sales performance, pricing trends, and quoting efficiency, even the best CPQ system can fall short.

At cpq.se, we don’t just help you implement CPQ—we ensure that your data drives smarter sales decisions. Our BI Workshop for CPQ is designed to equip your team with powerful analytics tools and dashboards that provide real-time insights and actionable business intelligence.

We’ve been running CPQ analysis workshops since 2001, helping manufacturers prioritize effectively, avoid common pitfalls, and focus on what truly matters. With our expertise, we guide you through:

Where to start – Identifying the most valuable insights from your CPQ data.
What to prioritize – Setting up dashboards that immediately improve sales efficiency.
What to refine over time – Establishing a roadmap for long-term BI success.

Avoiding Common Pitfalls in CPQ Business Intelligence

To get the most out of CPQ data, it’s crucial to avoid the common mistakes that can limit the effectiveness of a BI implementation.

Mistake #1: Treating BI as Just a Reporting Tool

Many companies see BI as a way to visualize data rather than as a strategic decision-making tool. The real power of BI lies in predicting trends, identifying inefficiencies, and improving quoting accuracy.

✔ Our Approach: Our BI Workshop focuses on turning CPQ data into actionable insights. We help you build dashboards that go beyond simple reporting, showing you how to use BI for forecasting, lead prioritization, and pricing optimization.

Mistake #2: Overcomplicating the Solution

Some companies try to set up too many metrics at once, leading to data overload without clear focus. Instead of helping, this makes decision-making more complex and time-consuming.

✔ Our Approach: We emphasize simplicity and standardization. We’ll help you define the most critical KPIs and create focused dashboards that deliver clear, easy-to-interpret insights.

Mistake #3: Failing to Set Up CPQ Data Extraction

A common issue with BI for CPQ is that companies struggle to access the right data from their CPQ system. Without a structured extraction setup, BI dashboards can become disconnected from real sales activity.

✔ Our Approach: Unlike most BI workshops, we include the setup of CPQ data extraction—ensuring your dashboards can continue to evolve without extra setup costs. After the workshop, you’ll have a fully functional connection between CPQ and BI tools, allowing your team to expand and refine dashboards as needed.

Mistake #4: Not Involving Key Stakeholders

BI isn’t just for data teams—it impacts sales, pricing, finance, and leadership. If only one department is involved, BI dashboards might not reflect the needs of the entire business.

✔ Our Approach: Our workshop is structured to engage key stakeholders across multiple departments. We ensure that the dashboards are aligned with the needs of sales teams, pricing specialists, and decision-makers—so everyone benefits from CPQ insights.

Mistake #5: Poor Data Management & Outdated Metrics

BI dashboards are only as good as the data feeding into them. If the underlying CPQ data is inconsistent or outdated, reports will be misleading, leading to flawed business decisions.

✔ Our Approach: We help you set up automated data updates to keep your BI dashboards relevant. Using CPQ-integrated reporting tools, we ensure your data stays accurate and actionable over time.

HMF produces truck mounted cranes. Everything is produced in Aarhus in Denmark and sold in 35 countries around the world. The turnover is around 1 billion Danish crowns.

In Denmark HMF sell directly to customers, and in all other countries they work with distributors who have the exclusivity of their products.

- We work with complex products. When you buy a crane, you must make some choices. If you choose A, you will not be able to choose B.

A big challenge is that when a distributor needs to offer a crane they might make mistake, make a quote with options that are not compatible. In the worst situation a crane is offered that cannot be produced.

- That’s a big challenge, and that’s were CPQ and cpq.se was a great help for us.

Swift Lifts is a manufacturer of home elevators - lifts made especially for private homes and villas. Swift have developed a very quiet and safe elevator made to fit in any type of interior design style.

- Our customers range from elderly people with an immediate need to move easier between floors - all the way to modern families that just want home luxury and home comfort.

Today Swift is geographically represented in Asia, meaning China, Thailand and Malaysia. Swift also sell to the Middle East and in Europe.

- We mostly work with distributors but we also work with direct sales, says John Löwbäck - founders and CSO of Swift Lifts.

- Just looking at the product, I would say that our product is complicated, because there are so many combinations. If you add color, travel height and doors and all that, it quickly adds up to billions of combinations.

We have one goal

At cpq.se, our primary objective with every new customer is to get their CPQ Business Intelligence (BI) solution up and running as quickly as possible.

Speed and efficiency are key to maximizing the benefits of CPQ BI, especially when integrated with Tacton CPQ.

Achieving this goal can be challenging, given the vast amount of sales and configuration data available. Determining which insights to prioritize and which advanced analytics can be introduced later requires careful planning. That’s why we focus on a streamlined approach, ensuring that your CPQ BI delivers immediate value.

We transition swiftly from discussion to implementation, emphasizing practical steps to get your BI solution operational. Our aim is to answer the critical question: What insights are truly necessary to go live, and how can we optimize your existing CPQ data for better decision-making?

How we run projects

At cpq.se, our top priority with every new customer is to get their CPQ Business Intelligence (BI) solution up and running as quickly as possible.

CPQ BI transforms raw sales and configuration data into actionable insights, helping businesses make data-driven decisions. When integrated with Tacton CPQ, it enhances quoting efficiency, pricing strategies, and sales forecasting.

However, navigating the vast amount of CPQ data can be challenging. Deciding which metrics to focus on first and which advanced analytics to introduce later requires a strategic approach. That’s why we prioritize a streamlined implementation, ensuring your CPQ BI delivers immediate value.

We move quickly from planning to execution, focusing on practical steps to activate your BI solution. Our goal is clear: Identify the most critical insights to go live and optimize your existing CPQ data for better forecasting, pricing, and sales performance.