ANALYTICS

Recreate Your Best Deals. Business Intelligence Built Into Your CPQ.

Make decisions that move the needle on your win rate, margin, and portfolio performance. Know which sales configurations win and why without leaving your CPQ.

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capabilities

See Portfolio Performance Intelligence in Action

Portfolio Performance Intelligence dashboards aren’t built on generic sales data. They’re built on your configuration logic, pricing rules, and sales decisions, so you can see exactly how buyer intent and configuration behavior from your CPQ activity drives deal outcomes.

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What It Delivers

Enterprise Commercial Intelligence with Self-Service Ease

Your external BI tools and business systems tell you what happened. Now learn why it happens with configuration-aware intelligence. 

Improve win rates

Improve win rates

Position the right options or bundles based on high-performing configurations for faster, more successful sales cycles

Increase margins

Increase margins

Know which product features create approval bottlenecks or lack conversions to build and sell more profitably.

Optimize your product strategy

Optimize your product strategy

Remove, reinforce, and standardize options based on common or low-performing configurations to reduce engineering waste or refine ETO strategy

Democratize analytics

Democratize analytics

Give your non-technical, everyday users access CPQ data and intelligence with intuitive, contextualized dashboards

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Portfolio Performance Intelligence

Connect customer intent to business outcomes

Portfolio Performance Intelligence

Understand performance without leaving your workflow

Many enterprise BI tools are built for aggregating data across systems, not for the moment you need an answer in the middle of a deal. Insights & Analytics gives your team self-service analytics to access quoting trends, configuration performance, and sales data without an IT request or context switching.

Understand performance without leaving your workflow

Portfolio Performance Intelligence

Target the metrics that matter most

Build reports tailored to your goals, whether you’re tracking product adoption, sales performance, margin trends, or portfolio health. Give every stakeholder visibility into the KPIs they need to answer common business questions faster. 

Target the metrics that matter most

Portfolio Performance Intelligence

See configuration decisions across dimensions

Analyze performance by product line, feature, region, segment, or use case. Then drill into the configuration and option-level detail that explains why. See which products sell, which features customers actually select, and where configuration complexity is creating margin erosion.

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Portfolio Performance Intelligence

Bring relevant information to the right people

Provide sales, product, engineering, and operations teams with access to relevant performance data while maintaining data governance and consistency across the organization. Teams make decisions using the same trusted information.

Bring relevant information to the right people

Behavior & Engagement Analytics

Continuously optimize CPQ ROI

Track engagement, identify process bottlenecks, and understand where users need additional training. Behavior & Engagement Analytics provides usage insights needed for CPQ owners to improve adoption, streamline workflows, and ensure your CPQ investment delivers lasting business value. 

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Continuously optimize CPQ ROI
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Recognitions

Tacton: A Gartner® Magic Quadrant™ Leader for CPQ Applications

See why Tacton was named a 4x Leader and positioned highest on the Ability to Execute and Completeness of Vision axes.

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GO DEEPER

Take a deeper dive into CPQ analytics and smarter buyer engagement

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How Can You Achieve Business Intelligence through CPQ Analytics?

What is business intelligence? Discover the answer and the benefits of business intelligence. ✓ Learn how CPQ analytics amplifies BI in our concise guide.

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Unlocking the Power of Tacton's CPQ Analytics: Seven Game-Changing Use Cases

Discover these seven CPQ analytics use cases for and how they can help with configuration selections, sales BOMs and more

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Unlock Your Data with CPQ Analytics Software [Tech with Tacton]

With the 2010s in the rearview mirror, one thing many companies have learned is how to make data-driven decisions. These data-driven choices can be anything from why sales closes deals to how to deal with new customer demands.  

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FAQs

Configuration-aware intelligence analyzes the specific product options, features, requirements, and configuration decisions made during the quoting process and connects them to business outcomes.  Unlike traditional analytics tools that focus on orders, revenue, or pipeline, configuration-aware intelligence reveals how configuration choices across the sales cycle influence sales performance, profitability, demand patterns, and product strategy. 
Tacton Insights & Analytics includes two analytics experiences designed for different purposes.  Behavior & Engagement Analytics, included with Tacton CPQ, helps organizations understand how CPQ is being used by analyzing user activity, quote creation patterns, adoption trends, and process efficiency.  Portfolio Performance Intelligence (PPI) is a paid add-on module within Tacton Insights & Analytics that helps manufacturers understand how product configurations perform in the market.   Together, these capabilities help manufacturers understand both how their quoting process is performing and how their configurable products are performing. 
Traditional BI tools require teams to collect, model, and connect data from multiple systems before analysis can begin.  Portfolio Performance Intelligence is built directly into Tacton CPQ and uses a configuration-aware data model that already understands your products, options, variants, configuration rules, and customer requirements.  This allows manufacturers to analyze configuration performance without building custom reports, dashboards, or data models. 
Yes. Portfolio Performance Intelligence is designed to complement—not replace—your existing analytics ecosystem. Manufacturers can continue using APIs, data warehouses, and business intelligence platforms for enterprise reporting and cross-system analysis. The difference is that Portfolio Performance Intelligence provides configuration-aware analytics directly within the quoting environment, so non-technical teams can use self-service analytics.  
Yes. Tacton CPQ offers no-code/low-code tools, making it easy for business users to build dashboards and automate data workflows on their own.
You can track feature usage, deals, sales velocity, margins, lead times, order fulfillment, inventory performance, portfolio performance (by customer segment and region), and more, all through customizable dashboards and alerts.
Yes—CPQ analytics can integrate with external systems like ERP or PPM to bring relevant data into your dashboards for a complete performance view.
Sales managers, product managers, and CPQ administrators use analytics to improve adoption, streamline processes, and make data-driven decisions.
No. Tacton Analytics is built in, but integrations can enhance it by pulling data from external systems if needed.
Yes—sales analytics can be segmented by channel, region, or partner to help you manage direct and indirect sales performance more effectively.
Portfolio Performance Intelligence reveals how customers build complete solutions rather than just which products they order.  By analyzing common configuration patterns, frequently selected options, and recurring product combinations, manufacturers can better understand demand relationships and plan inventory around complete solutions rather than individual SKUs. 
Portfolio Performance Intelligence helps manufacturers identify which custom requests occur repeatedly, which option combinations are frequently selected together, and which configurations create friction during sales.  These insights can reveal opportunities to create new standard modules, reduce customization, simplify portfolios, and accelerate the transition from engineer-to-order to configure-to-order business models. 
Manufacturers use PPI to answer questions such as: 
  • Why does one configuration win while another loses?  
  • Which product features drive higher margins?  
  • Which custom requests should become standard offerings?  
  • Are our modularization and CTO strategies working?  
  • Which products and options are most frequently purchased together?  
  • Where is product or configuration complexity slowing down sales?  
  • Which configurations convert fastest?  
Portfolio Performance Intelligence helps product managers understand how customers interact with configurable products before an order is placed.  Teams can analyze recurring custom requests, option demand, frequently selected combinations, quote-to-order conversion rates, and product complexity patterns to guide modularization, standardization, portfolio optimization, and CTO initiatives. 

Experience more actionable data

Ready to see how your CPQ data can drive smarter decisions? Schedule a demo and unlock the insights already inside your business.

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