Business User

ACC & Ambuja & Holcim Business User Learning Path


Description
Delivery: Guided learning

Duration: ~ 3 hours

Target Audience: Pricing Managers, Pricing Analysts, Sales Managers and any other users who want to get to know about Pricefx core capabilities.



This course covers the Pricefx introduction, Pricefx terminology, Dashboards, Analytics, Price Setting, Quotes, Agreements, and Rebates. The course guides the user through the relevant articles in Knowledge Base and helps to get the foundational knowledge of the solution.

Pricefx Version: Unity

Content
  • About Pricefx
  • About Pricefx sample
  • Pricefx User Terminology sample
  • Quiz #1
  • Pricing Basics
  • Pricing Basics sample
  • Additional Content about Pricing
  • Quiz #2
  • Getting Started with Pricefx Solution
  • The Pricefx Journey
  • Typical Use Cases
  • General Video Tutorials
  • Quiz #3
  • Additional Materials: Pricing Maturity Map
  • Additional Materials: Pricing Value Capture
  • Core capabilities: Dashboards
  • Dashboards Overview
  • Dashboards Video Tutorials
  • Dashboards: How To Customize a Dashboard Layout
  • Dashboards: How To Create a New Dashboard
  • Dashboards: How To Export Content from Dashboards
  • Quiz #4
  • Core Capabilities: Analytics
  • Analytics Overview
  • Analytics Video Tutorials
  • Analytics: Chart Types & Use Cases
  • Analytics: Understanding your Data Sources
  • Analytics: Using Data Rollups
  • Analytics: Producing Revenue and Margin Charts
  • Analytics: Margin Leakage
  • Quiz #5
  • Core capabilities: Price Management
  • Price Setting Overview
  • Price Setting Video Tutorials
  • Price Setting: Create a New Price List
  • Price Setting: Edit an Existing Price List
  • Price Setting: Understanding Live Price Grids
  • Quiz #6
  • Core Capabilities: CPQ
  • Quoting Overview
  • Quoting Video Tutorials
  • Quoting: Create a New Quote
  • Quoting: Create and Edit Quote Type Templates
  • Quoting: Quote with Waterfall Chart
  • Quoting: Understanding Price Record
  • Quiz #7
  • Quiz for core capabilities
  • Final Quiz
  • Agreements & Promotions
  • Agreements & Promotions: Overview
  • Agreements & Promotions: Video Tutorials
  • Agreements & Promotions: Understanding Condition Types
  • Agreements & Promotions: How to create an Agreement and Promotion
  • Agreements & Promotions: How to manage price records
  • Rebates
  • Rebates: Overview
  • Rebates: Video Tutorials
  • Rebates: How to Create a Rebate Agreement
  • Rebates: What are Rebate Agreement Types
  • Rebates: How do I manage Rebate Records?
  • Rebates: What are Rebate Condition Types?
Completion rules
  • All units must be completed