What We'll Cover

  • Creating Proposals

    Get started with understanding the structure of a Proposal in Kantata. Learn how to create a Proposal using template or build a Proposal from the bottom up.

  • Scoping & Modelling Proposals

    Learn how to model the proposed Revenue and Cost items, evaluate Alternative Proposal structures as well as track identified risks to the Proposal win.

  • Forecasting & Pipeline Management

    Explore pipeline management techniques to accurately track the Proposal's position within the sales cycle and appropriately document a Won Proposal.

Course Description

Expected Duration: Approximately 2 hours

Kantata SX Proposals  is an introductory course for new users and focuses on key concepts and the Proposals process & Sales personas.

The course will cover the steps of sales initiation. It’s designed to give you an overview of the functionality and the ability to learn more about the functionality available. 

Course curriculum

  • 1
    Course Overview & Resources
  • 2
    Module 1: Creating Proposals
  • 3
    Module 2: Scoping & Modelling Proposals
  • 4
    Module 3: Forecasting & Pipeline Management
  • Course Overview, Goals, & Resources Scenario: Meet the Team
  • Module 1: Creating Proposals Scenario: Kantata Sales Reading: Kantata Sales & the Scoping Process Reading: Opportunities and Proposals Reading: Structure of a Proposal Reading: Creating Proposals (with Template) Activity: Creating a Proposal (Connected or Standalone) Reading: Building a Proposal Activity: Building a Proposal Knowledge Check: Creating Proposals
  • Module 2: Forecasting & Pipeline Management Reading: Model the Proposal Activity: Modelling the Proposal Reading: Proposal Modeller - Usage Forecast Modes Activity: Usage Forecast Modes Reading: Switching Products (Commerical Models) Reading: Proposal Risks Reading: Alternative Proposals Activity: Creating Alternative Proposals Knowledge Check: Scoping & Modelling Proposals
  • Module 3: Forecasting & Pipeline Management Reading: Forecast Status Updates Reading: High Level Forecast Reading: Automated Reforecasting Reading: Working at Risk (WAR) Reading: Winning a Proposal Reading: Summary Knowledge Check: Forecasting & Pipeline Management Course Conclusion Survey: Course Feedback