This is your home page for monitoring scheduled revenue and cost. From this page you can recognize revenue, and amortize cost, 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 to be recognized, and cost that's scheduled to be amortized.
Alert Cards
There are three types of alert cards shown on this page. By default they are configured to show revenue information, but they can be modified to show cost information.
- 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 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.
Other alert cards can be added. For a full list of the alert cards available and how to configure them, see Revenue Recognition Alert Cards.
Revenue Summary Grid
This grid presents a high-level view of scheduled revenue and cost. 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 where revenue or cost are scheduled. You must select consecutive periods if you intend to click Recognize. 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 |
Starts a process to recognize the scheduled revenue, and amortize the scheduled cost, 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.
| Field | Description |
|---|---|
| Company | The company that the source records relate to. |
| Scheduled Period | The period when the revenue is scheduled to be recognized, or cost is scheduled to be amortized. |
| Revenue Stream | The object type of the primary source record. |
| Currency | The currency of the source records. |
| Scheduled Revenue | The amount of revenue that is 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. |
| Scheduled Cost | The amount of cost that is scheduled to be amortized against the revenue schedule lines summarized by this row, for the scheduled period. |
| Amortized to Date | The amount of cost that has been amortized against the revenue schedule lines summarized by this row, for the scheduled period. |
| Remaining Cost | The amount of cost that remains to be amortized against the revenue schedule lines summarized by this row, for the scheduled period. This is Scheduled Cost minus Amortized 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.
| Field | Description |
|---|---|
| Revenue Schedule Line | The name of the revenue schedule line, displayed as a hyperlink. |
| Account | The account that the revenue or cost 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. |
| Scheduled Cost | The amount of cost that is scheduled to be amortized for the selected period. |
| Status |
The status of this revenue schedule line: Pending (not yet available to be recognized or amortized), Recognizable (available to be recognized or amortized), Complete (fully recognized and amortized), Invalid (the line will not be recognized or amortized). |