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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
SalesforceStructured price books increate the foundation for accurate ACV analysis, but native reporting can’t efficiently perform the complex cross-object calculations needed to leverage that structure. You need advanced analysis capabilities that can reference price book categorizations while maintaining live data connections.
Here’s how to turn your price book structure into comprehensive ACV models that automatically categorize revenue and analyze pricing impact.
Enhance price book ACV analysis using Coefficient
Coefficientenhances your ACV analysis by importing comprehensive price book and product data from PricebookEntry and Product2 objects. This gives you access to all product details, price book entries with associated pricing, and related opportunity line items in a flexible calculation environment.
How to make it work
Step 1. Import comprehensive price book and product data.
SalesforceConnect toand import from PricebookEntry and Product2 objects. Include product family fields, custom revenue type fields, price book associations, and all related opportunity line item data.
Step 2. Create dynamic lookup formulas for revenue categorization.
Build VLOOKUP or INDEX/MATCH formulas that categorize revenue based on product family or custom revenue type fields from your price book structure. Create automated categorization that identifies implementation vs subscription products.
Step 3. Build automated ACV calculations using price book categories.
Create formulas that exclude implementation products identified in your price book: =SUMIFS(Amount_Range, ProductFamily_Range, “Subscription”). Build calculations that handle pricing variations across different price books and their impact on ACV.
Step 4. Analyze pricing strategy impact on ACV.
Build scenario models that show ACV impact of different pricing strategies without affecting your production price books. Create analysis that compares ACV performance across different price book configurations and product mixes.
Turn price book structure into actionable ACV insights
Start buildingWell-structured price books are only valuable if you can analyze them effectively. With advanced calculation capabilities and live Salesforce connections, you can build ACV models that fully leverage your price book categorizations.your price book ACV analysis today.
