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Set the default metric calculation period for all quotes

Learn how to set the default calculation period for quote metrics in Zuora CPQ, including options for billing periods, end of term, specific date, and invoice target date.

You can set a default for calculating quote metrics based on a specific number of billing periods or through the end of a subscription term. See Configure Quote Settings for more information on this option.

  1. In Salesforce, click the Zuora Quotes Config tab and click Default Value Settings from the Zuora CPQ Quotes Configuration Setting page.
  2. Click Edit Settings.
  3. From the Quote Default Settings section, select one of the following Calculate Quote Metrics Through options:
    • Specific a number of Billing Period(s) from 1 up to 36 periods.

    • End of Term.

    • Specific Date. If selected, you must enter a date in the Quote Studio UI.

    • Invoice Target Date. If selected, metrics will be calculated based on Invoice Target Date provided.

  4. Click Save.