Dashboard

The Dashboard displays Epicor CPQ platform statistics useful for administrators. 

Statistic	Description
Licenses	A count of how many licenses you have contracted with us, and how many of those are available.
Quotes	A count of how many quotes were created by external users in your production environment.
Total Interactions	A count of every time a specific user viewed a specific configurator.  (More info below.)
Unique Interactions	A count of every day on which a specific user viewed a specific configurator.  (More info below.)
Most Active Users	A short list of the top most active users in the last month.

Licenses

When you create a user, select a license type to help control what they can see and do.

License Type	Description	Visibility to Quotes	Licensing of Quotes
Internal	For users who are a part of your company, logging in often, needing full visibility to transactions.	All quotes	Not counted against your licensed quote count
Channel	For business partners/resellers.  Users who log in often, but need to see only quotes related to their area of responsibility.	Quotes they own,  Quotes created by others in the same channel	Not counted against your licensed quote count
External	For users who log in infrequently, and only need to see their own quotes.	Quotes they own	Counted against your licensed quote count

Depending on the license you select, Roles can limit the user's abilities as well.  See the help documentation on using licenses and roles to tailor your user experience.

Understanding Interactions

The Epicor CPQ platform tracks "interactions" (views of a configurator) in each of your dev, test, and prod sites two ways:

Total Interactions

This statistic is useful for webmasters or other technical people to watch the total, raw technical traffic on your site.  Any action that requires viewing a configurator is logged in "total interactions," such as creating a new custom product or reviewing an old quote's custom product.  Multiple interactions by the same user on the same configurator on the same day are logged separately, so you have a full detailed overview of all interactions.

Unique Interactions

This statistic is useful for sales, marketing, or other business people to watch the human-focused interactions on your site.  Unlike total interactions, unique interactions happen only once per 24-hr period.  In other words, multiple viewings by the same user of the same configurator on the same day are logged as one "unique interaction".  In this way, this statistic filters out transactions which are not part of ordinary business.

Examples of Interactions

Scenario	Total Interactions	Unique Interactions
Power Shopper Pat is buying a number of widgets.  Throughout the course of one day, they use the "widget" configurator 6 times, and the "gizmo" configurator 4 times, to submit 10 new custom products for quoting. 1 user (Pat), 2 specific configurators (Widget and Gizmo), 1 action (create configured product), 10 times in one 24-hr period.	10	2
Excited Customer Steve just ordered his first widget, and can't wait for it to arrive! This morning he submitted one "widget" custom product, and then throughout the afternoon viewed that custom product 5 times to see if the status had changed. 1 user (Steve), 1 specific configurator (Widget), 2 actions (create configured product, view configured product), 6 times in one 24-hr period.	6	1

FAQs about the Dashboard

1. This help page describes a dashboard statistic, but I don't see it in my org.
   Depending on your relationship with us, some data shown here may not be relevant and therefore won't appear on your dashboard. 
   
   
2. I like the "interactions" statistics, but can I get more details?  
   The "interaction" general statistics are to help answer basic questions about overall activity in your Epicor CPQ environments.  To gather more detailed statistics at a granular level customized to your specific needs, you can connect any web analytics program you like to Epicor CPQ.  Simply insert a web bug into your configurator by placing it within an HTML element, or read this walkthrough to learn more about adding configurator events to your existing web page metrics.  For example, your analytics platform can gather data such as...
   1. The number of quotes submitted by week, instead of by month.
   2. How many times a user clicked a button, or changed a field.
   3. How much time a user spent on each page of a certain configurator, or the abandon rate of a certain configurator.
      
      
3. I see an Epicor CPQ employee is listed as a user in one of my orgs.  Am I paying for their license?
   No.  Any user in your org from the epicor.com domain is not charged.  You may see these users from time to time as you work with us to build new features, or ask us for support.
   
   
4. When do the daily statistics reset?
   Measurements reset at 0:00 UTC (midnight, London time).  Depending on where you are globally, this means you may see some interactions performed late in the day appearing in the next day's statistics, or vice versa.  We track up to 250K transactions per year, and inform you when you have reached that limit.
   
   
5. The dashboard reports I'm using more licenses than I bought. How is this possible?
   You may see a message such as "You are using 54 of your 50 internal licenses."  The licenses consumed are summed up across all environments for each unique user to the system, including those users unique to some environments.  These are added to the total.  For example, if "[e-mail]" is a user in all three -dev, -test, and production environments, and "[e-mail]" is only in the -dev environment, that counts as 2 licenses consumed across all environments.

For More Information

• Learn more about managing users.