Revenue Recognition Home Page

This is your home page for monitoring scheduled revenue and for recognizing revenue against revenue schedules.

This page gives you:

Easy access to frequent tasks via a navigation component
Easy access to start processes via an actions component
At-a-glance high-level information via alert cards
A clear view of revenue that's scheduled for recognition

Alert Cards

There are three types of alert cards shown on this page:

Alert cards showing the amount of revenue that is scheduled to be recognized in a specific period.
Alert cards showing the amount of scheduled revenue that is "Pending" A revenue schedule line has the recognition status "Pending" if it is not yet available to be recognized. in a specific period, or in all periods up to a specific period.
An alert card showing the amount of unscheduled revenue for source records using % Complete recognition. For example, if a source record's total revenue is 1000 and 10% has been scheduled, 900 is unscheduled and is included in the amount shown on this card.

If your org is enabled for multiple currencies, amounts are shown in the corporate currency.

For information about how to configure these alert cards, see Revenue Recognition - Alert Cards.

Revenue Summary Grid

This grid presents a high-level view of revenue that's scheduled for recognition. Each row in the grid is a summary of revenue schedule lines with the same company, currency, revenue stream, and period.

Buttons and Controls

Field	Description
Select Period	Select one or more periods when revenue is scheduled for recognition. You must select consecutive periods if you intend recognizing the revenue. If there are more than 50 available recognition periods in your org, only the 50 earliest periods are listed and you will need to type into the field to narrow the search results. For example, type 2022 to find recognition periods with 2022 in their name.
Recognize Revenue	Recognizes all the scheduled revenue currently displayed in the grid. For more information, see Recognizing Revenue against Revenue Schedules.

Field

Description

Select Period

Select one or more periods when revenue is scheduled for recognition. You must select consecutive periods if you intend recognizing the revenue. If there are more than 50 available recognition periods in your org, only the 50 earliest periods are listed and you will need to type into the field to narrow the search results. For example, type 2022 to find recognition periods with 2022 in their name.

Recognize Revenue

Recognizes all the scheduled revenue currently displayed in the grid. For more information, see Recognizing Revenue against Revenue Schedules.

Grid

You can right-click a column heading for options to show or hide columns, and to change grouping. By default, rows are grouped by company. You can click a column heading to sort by that field.

Columns in the Revenue Summary Grid
Field	Description
Company	The company that the source records relate to.
Scheduled Period	The period when the revenue is scheduled for recognition.
Revenue Stream	The object type of the primary source record.
Currency	The currency of the source records.
Scheduled Revenue	The amount of revenue that's scheduled to be recognized against the revenue schedule lines summarized by this row, for the scheduled period.
Recognized to Date	The amount of revenue that has been recognized against the revenue schedule lines summarized by this row, for the scheduled period.
Remaining Revenue	The amount of revenue that remains to be recognized against the revenue schedule lines summarized by this row, for the scheduled period. This is Scheduled Revenue minus Recognized to Date.
Actions	Provides access to actions including Details which lets you view the revenue schedule lines summarized by this row.

Details Grid

When you click the Details action for a row, a grid opens displaying a breakdown of the revenue schedule lines summarized by that row.

The maximum number of lines that can be displayed in the grid is 1000. Lines are sorted by largest scheduled revenue amount first so that if only a subset of data is displayed, you see the highest value lines.

Note:

If your data comprises more than 1000 lines and you want to see all the revenue schedule lines in the summary, you must create a report on revenue schedule lines and filter by Company, CurrencyISOCode (if your Salesforce org is multi-currency), Revenue Stream, and Revenue Schedule Line Name.

Columns in the Details Grid
Field	Description
Revenue Schedule Line	The name of the revenue schedule line, displayed as a hyperlink.
Account	The account that the revenue relates to.
Revenue Source	The object type of the source record.
Source Record	The name of the source record, displayed as a hyperlink.
Scheduled Revenue	The amount of revenue that is scheduled to be recognized for the selected period.
Recognition Status	The status of revenue recognition on this revenue schedule line: Pending (not yet available for revenue recognition), Recognizable (available for revenue recognition), Complete (fully recognized), Invalid (the line will not be recognized).