Configuring Quote Summary Highlights

Published on June 15, 2026 QuoteX

This guide explains how to use PSC Highlight Items to personalize the metrics displayed in the Quote Header (Highlight Panel) and the Timeline Overview.

PSC Highlight Items shown in the Quote Header and Timeline Overview.

1. Overview

PSC Highlight Items allow administrators to choose which specific financial and resource metrics are visible to users. Each display location has a field limit:

1. Quote Summary Section: Maximum of 6 fields.
2. Timeline Overview Section: Maximum of 2 fields.

Note: This is an optional step. If you do not configure these, the system will use default summary fields.

Highlight fields displayed in the Quote Summary section.

Highlight fields displayed in the Timeline Overview section.

2. Configuring Highlight Items

To manage these fields, navigate to the PSC Highlight Items tab within the Pre Sales Cloud Admin App.

Key Fields for Setup:

1. Reference Object: Select the object the data is pulling from (typically Quote).
2. Reference Field API Name: Enter the exact API name of the field you wish to display (e.g., psce__As_Sold_Margin_Summary__c).
3. Display Location: Choose where this field should appear:
   • Quote Summary: Appears in the top header panel of the Quote.
   • Timeline Overview: Appears above the interactive timeline view.
4. Display Order: Assign a numerical value (1–6) to determine the left-to-right sequence of the fields.

Entering the Reference Field API Name for a Highlight Item.

Example PSC Highlight Item configuration.

Configured Highlight Items and their display settings.

Result: Fields set to Quote Summary appear in the top header panel of the Quote, and fields set to Timeline Overview appear above the interactive timeline view, in the Display Order you assigned.

3. Renaming Field Labels (Translation Workbench)

If the default API field labels (like "As Sold Margin Summary") are too long or technical, you can rename them for the end-user.

Steps to Rename Labels:

1. Go to Salesforce Setup (the cogwheel).
2. Search for Translation Workbench in the Quick Find box.
3. Select Override.
4. Apply the following filter criteria:
   • Package: PSCE
   • Language: English
   • Setup Component: Custom Field
   • Object: Quote
5. Locate the field you want to edit and enter your preferred name in the Field Label Override column.
6. Save and refresh your PSC Quote page to see the updated label.

Tip: If the new label does not appear, make sure the Package, Language, Setup Component and Object filters match the settings above, then refresh the PSC Quote page.

4. Quick Reference

Next Step: Manage Regions

Knowledge Article Number: KA-00008