Deal Data & Analytics
Deal Data & Analytics
Enrich CRM
Insights.
Simplify Deal
Data Access.
Enrich CRM Insights.
Simplify Deal Data Access.
Deal Data & Analytics
Enrich CRM
Insights.
Simplify Deal
Data Access.
Product Analytics
$22,000
App Integration Marketplace
Integrate seamlessly with leading CRMs and other enterprise solutions to streamline your data management and ensure consistency of reporting - from the source to the user.
Detailed Deal Analytics
Integrate with your CRM and existing IT stack in minutes with our built-in app marketplace. No more lengthy implementations or custom configurations needed.
Generate deal and pricing insights immediately with over 40 data points per line item.
Manage Pricing Waterfall
Sample Deal Math
List Price
$100
Price To Customer
$70
Net Price
$70
Discretionary Discount
Discretionary
10.00%
+
Channel Discount
Discretionary
10.00%
Programmatic Discount
Program
10.00%
Connected
Connected
Expand/ Renew
Expand
Upgrade
Cancel / End Subscription
Subscription Management
Seamless subscription amendments (extensions, expansions, upgrades, cancellations) automate your recurring revenue management. Looking to do a mid-term upgrade with a co-termed extension without creating a downstream mess? We've got you covered.
Build for today – plan for tomorrow.
Structure for Success
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Customer Price
Net Price
One Time Implementation Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
25.00%
$15,000.00
$15,000.00
Total
11
$15,900.00
$15,900.00
Tax
$0
Grand Total
$15,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$15,00.00
$15,900.00
02/01/2024
$900
$5,000
$5,900.00
02/01/2025
$5,000
$5,000.00
02/01/2026
$5,000
$5,000.00
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Breakdown
Annual Cost Summary, Net Price
8,000
6,000
4,000
2,000
0
Year 1
Year 2
Year 3
One Time Implement Fee
SaaS Product
Per Unit Cost, Net Price
2,000
1,500
1,000
500
0
One Time Implement Fee
SaaS Product
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Customer Price
Net Price
One Time Implementation Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
25.00%
$15,000.00
$15,000.00
Total
11
$15,900.00
$15,900.00
Tax
$0
Grand Total
$15,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$15,00.00
$15,900.00
02/01/2024
$900
$5,000
$5,900.00
02/01/2025
$5,000
$5,000.00
02/01/2026
$5,000
$5,000.00
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Breakdown
Annual Cost Summary, Net Price
8,000
6,000
4,000
2,000
0
Year 1
Year 2
Year 3
One Time Implement Fee
SaaS Product
Per Unit Cost, Net Price
2,000
1,500
1,000
500
0
One Time Implement Fee
SaaS Product
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
Create Quote/Vendo
1
Admin
Analytics / Reports
Channel Central
Workflow Central
My Quotes / Vendos
Dashboard
# of Quotes
Deal Type (Channel) Analytics
% of Total Quotes
Direct Quotes
40
100%
30
75%
20
50%
10
25%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Close Rate Analytics
% of Quotes eSigned
Quote Sent Electronically
40
100%
30
75%
20
50%
10
25%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Discount Analytics
Average Discount Request
# of Quotes
30
30%
20
20%
10
10%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Product Analytics
Last Week
$22,000
Product 1
$10,000
Product 2
$5,000
Product 3
$3,500
Product 4
$2,000
Product 5
$1,500
# of Quotes
Top Quoted Customers
Today
Client Name
12
Client Name
10
Client Name
4
Client Name
4
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Customer Price
Net Price
One Time Implementation Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
25.00%
$15,000.00
$15,000.00
Total
11
$15,900.00
$15,900.00
Tax
$0
Grand Total
$15,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$15,00.00
$15,900.00
02/01/2024
$900
$5,000
$5,900.00
02/01/2025
$5,000
$5,000.00
02/01/2026
$5,000
$5,000.00
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Breakdown
Annual Cost Summary, Net Price
8,000
6,000
4,000
2,000
0
Year 1
Year 2
Year 3
One Time Implement Fee
SaaS Product
Per Unit Cost, Net Price
2,000
1,500
1,000
500
0
One Time Implement Fee
SaaS Product
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Customer Price
Net Price
One Time Implementation Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
25.00%
$15,000.00
$15,000.00
Total
11
$15,900.00
$15,900.00
Tax
$0
Grand Total
$15,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$15,00.00
$15,900.00
02/01/2024
$900
$5,000
$5,900.00
02/01/2025
$5,000
$5,000.00
02/01/2026
$5,000
$5,000.00
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Breakdown
Annual Cost Summary, Net Price
8,000
6,000
4,000
2,000
0
Year 1
Year 2
Year 3
One Time Implement Fee
SaaS Product
Per Unit Cost, Net Price
2,000
1,500
1,000
500
0
One Time Implement Fee
SaaS Product
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
Create Quote/Vendo
1
Admin
Analytics / Reports
Channel Central
Workflow Central
My Quotes / Vendos
Dashboard
# of Quotes
Deal Type (Channel) Analytics
% of Total Quotes
Direct Quotes
40
100%
30
75%
20
50%
10
25%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Close Rate Analytics
% of Quotes eSigned
Quote Sent Electronically
40
100%
30
75%
20
50%
10
25%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Discount Analytics
Average Discount Request
# of Quotes
30
30%
20
20%
10
10%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Product Analytics
Last Week
$22,000
Product 1
$10,000
Product 2
$5,000
Product 3
$3,500
Product 4
$2,000
Product 5
$1,500
# of Quotes
Top Quoted Customers
Today
Client Name
12
Client Name
10
Client Name
4
Client Name
4
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Customer Price
Net Price
One Time Implementation Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
25.00%
$15,000.00
$15,000.00
Total
11
$15,900.00
$15,900.00
Tax
$0
Grand Total
$15,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$15,00.00
$15,900.00
02/01/2024
$900
$5,000
$5,900.00
02/01/2025
$5,000
$5,000.00
02/01/2026
$5,000
$5,000.00
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Breakdown
Annual Cost Summary, Net Price
8,000
6,000
4,000
2,000
0
Year 1
Year 2
Year 3
One Time Implement Fee
SaaS Product
Per Unit Cost, Net Price
2,000
1,500
1,000
500
0
One Time Implement Fee
SaaS Product
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
Upward & Co
Los Angeles, California 90065
support@upwardco.com
www.upwardco.com
Seller Bank
EW Bank
Routing Number
123456789
Account
1234567890
Overview
Sales Invoice To
Bill To
Ship To
Quote Details
1 Union Square
Suite 101
New York, NY
10020
1 Union Square
Suite 101
New York, NY
10020
ID: Q-30
Expiration: 02/04/24
Status: Approved
Owner: John Smith
Email: john.smith@upwardco.com
NovaPulse
info@novapulse.com
info@novapulse.com
Details
Product Name
Line Item Type
Term
Quantity
List Price
Customer Discount
Customer Price
Net Price
One Time Implementation Fee
Net New
02/02/24
1
$1,000
10.00%
$900.00
$900.00
SaaS Product
Net New
02/02/24 - 02/01/27
10
$20,000
25.00%
$15,000.00
$15,000.00
Total
11
$15,900.00
$15,900.00
Tax
$0
Grand Total
$15,900.00
Schedule
One Time
Implementation Fee
SaaS Product
Total
Grand Total
$900
$15,00.00
$15,900.00
02/01/2024
$900
$5,000
$5,900.00
02/01/2025
$5,000
$5,000.00
02/01/2026
$5,000
$5,000.00
Comments
Net 90 day payment terms
Contract will auto renew unless customer gives Upward & Co 90 days notice of termination.
Breakdown
Annual Cost Summary, Net Price
8,000
6,000
4,000
2,000
0
Year 1
Year 2
Year 3
One Time Implement Fee
SaaS Product
Per Unit Cost, Net Price
2,000
1,500
1,000
500
0
One Time Implement Fee
SaaS Product
Contacts
John Smith
Account Executive
Upward & Co
+1 413.000.000
john.smith@upwardco.com
Jane Doe
Customer Success
Upward & Co
+1 413.123.000
jane.doe@upwardco.com
Jason Borne
Accounting
Upward & Co
+1 413.123.000
jason.Borne@upwardco.com
Create Quote/Vendo
1
Admin
Analytics / Reports
Channel Central
Workflow Central
My Quotes / Vendos
Dashboard
# of Quotes
Deal Type (Channel) Analytics
% of Total Quotes
Direct Quotes
40
100%
30
75%
20
50%
10
25%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Close Rate Analytics
% of Quotes eSigned
Quote Sent Electronically
40
100%
30
75%
20
50%
10
25%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Discount Analytics
Average Discount Request
# of Quotes
30
30%
20
20%
10
10%
0
0%
Jan
Feb
Mar
Apr
May
Jun
# of Quotes
Product Analytics
Last Week
$22,000
Product 1
$10,000
Product 2
$5,000
Product 3
$3,500
Product 4
$2,000
Product 5
$1,500
# of Quotes
Top Quoted Customers
Today
Client Name
12
Client Name
10
Client Name
4
Client Name
4
Get Started Today
Put Control and Velocity
into your sales process
Schedule a call with one of our team members today!
Get Started Today
Put Control and Velocity
into your sales process
Schedule a call with one of our team members today!
Get Started Today
Put Control and Velocity into your
sales process
Schedule a call with one of our team members today!
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