This panel appears when you click the
icon. It displays information about the record you have clicked on in the Forecast Revenue and Recognize Revenue grids.
Details
The details shown in this panel depend on your configuration and template set up.
Key: T – Template dependent
| Field | Description | |
|---|---|---|
| Information | T | Further information about the source record. Often this is the account name but it can be any useful information. |
| Template | T | This links to the template applied. Click to navigate to the template home page. |
| Start Date | The start date of the source record. | |
| End Date | The end date of the source record. | |
| Total Revenue | T | Displays the total revenue amount from the source record. If this is null or 0, the value is calculated according to the revenue basis on the attached template. |
| Total Cost | T | Displays the total cost amount from the source record. If this is null or 0, the value is calculated according to the cost basis on the attached template. |
| Description | T | The source record's description. |
| Completed | T | This can have a value of true or false. |
Filters Selected
The details shown in this panel depend on the filters that have been applied.
Tabs
The tabs show more information about the record you clicked on:
- The Actuals Vs Forecast tab compares the record's actual and forecast amounts. This tab is only displayed if the Use Actual vs Forecast Feature field in the Revenue Management Settings custom setting is enabled.
- The Actuals Transaction History tab shows actual transactions that have been created for the record. If a transaction includes an opening balance for recognized revenue or amortized cost, the value is included in the Amount Recognized or Amount Amortized column as appropriate.
- The Saved Forecasts tab shows forecast transactions that have been created for the record.
- The Chatter tab displays the record's Chatter feed. This tab is blank if feed tracking is not enabled on the source object. For information about enabling feed tracking on source objects, see Using Chatter.