Using the Deferred Revenue Waterfall Dashboard

The Deferred Revenue Waterfall dashboard enables you to perform the following actions:

View your current revenue status.
View the forecast for the scheduled revenue pending recognition in the upcoming periods.

Note: Before you use this dashboard, ensure that Billing Central, Accounting, and Revenue Management are installed and properly configured in your org. You also need to have the Revenue Schedules feature enabled and configured in Revenue Management as well as the necessary field permissions assigned.

Datasets

Data displayed in this dashboard is derived from the following datasets:

Revenue Waterfall. This dataset uses objects and fields derived from Revenue Management and Billing Central.
Financial Periods. This dataset uses fields derived from the Period object in Accounting.
Common Metadata. This dataset uses data extracted from different objects in your org. This dataset identifies the currency ISO code assigned to the Analytics Integration User. This currency is displayed in the Financial Analytics dashboards.

For more information on these datasets, see Revenue Waterfall Output Fields, Financial Periods Fields, and Common Metadata Fields.

Managing Filters

Your filter selections determine the data displayed on the Standard View and Custom View pages. By default, the filters panel is displayed in this dashboard. You can toggle between hiding and displaying the filters panel by clicking . To set or change your filters, use the following drop-down options:

End Period: select the end period to limit or expand the scope of the data displayed.

Note: This filter dynamically modifies the number of available Period columns in the table.

Company: select the company you want to see data for.
Product Family: select the product family you want to see data for.
Product Name: select the product name you want to see data for.
Account Billing Country: select the account billing country you want to see data for.
Account Industry: select the account industry you want to see data for.
Account: select the account you want to see data for.
Contract Name: select the contract you want to see data for.

Using Dashboard Pages

The Deferred Revenue Waterfall dashboard contains the following pages, tables, local filters and components:

Standard View

Standard View Page Components
Component	Description
Revenue and Billing per Period Chart	Enables you to view your scheduled totals for revenue and billings per fiscal period according to your selected filter criteria. You can also see the deferred revenue balance for each period and its overall fluctuation. Tip: You can facet the data displayed in the dashboard by clicking on the periods displayed in this chart. For more information on faceting, see Faceting in Financial Management Analytics Dashboard Charts. Note: The deferred revenue balance for a given period is calculated directly by the dashboard according to the following formula, this value is not stored in any dataset: Deferred Revenue Balance for the period = (Deferred Revenue Balance of previous period) + (Scheduled Billing + Scheduled Revenue)
Waterfall Table	Enables you to view your current revenue status as well as the forecast for the scheduled revenue pending recognition in the upcoming periods. This table contains the following columns: Account Name Contract Name Product Name Total Line Value Start Date End Date Type Scheduled Billing Scheduled Revenue Deferred Balance Revenue (by period)

Custom View

The Custom View page enables you to modify the Deferred Revenue Waterfall table by adding or removing columns.

Custom View Page Components
Component	Description
Revenue and Billing per Period Chart	Enables you to view your scheduled totals for revenue and billings per fiscal period according to your selected filter criteria. You can also see the deferred revenue balance for each period and its overall fluctuation. Tip: You can facet the data displayed in the dashboard by clicking on the periods displayed in this chart. For more information on faceting, see Faceting in Financial Management Analytics Dashboard Charts. Note: The deferred revenue balance for a given period is calculated directly by the dashboard according to the following formula, this value is not stored in any dataset: Deferred Revenue Balance for the period = (Deferred Revenue Balance of previous period) + (Scheduled Billing + Scheduled Revenue)
Waterfall Table	Enables you to view your current revenue status as well as the forecast for the scheduled revenue pending recognition in the upcoming periods. By default, this table contains the following columns: Company Name Account Name Contract Name Product Name Total Line Value Type Scheduled Billing Scheduled Revenue Deferred Balance Revenue (by period)

Customizing the Custom View Table with Drop-Down Selectors

In addition to the filters available on this page, you can edit the data displayed in the table using the provided drop-down selectors. These selectors are:

Company Fields. Select fields from the Company object to include.
Account Fields. Select fields from the Account object to include.
Contract Fields. Select fields from the Contract object to include.
Contract Line Fields. Select fields from the Contract Line Item object to include.

You can also exclude fields by deselecting them. The number of columns displayed in the table dynamically updates according to your selected criteria.

You can save your custom changes to this dashboard by saving the dashboard view. If you want to propagate the changes to other users, we recommend you use the Pick Initial Values feature to configure the drop-down selectors for all users.

For more information, see Setting up Deferred Revenue Waterfall Dashboard Pages.

Drilling Through to Documents

You can drill through to view details of records displayed in rows under the following table columns:

Drillable Columns
Page	Column
Custom View	Account Name Contract Name
Standard View	Account Name Contract Name

To view details of a selected record:

Click the cell you want to drill. Drillable cells are highlighted in bold blue text. Depending on your selection, a Billing Central or Revenue Management license is required to view further details.
Click , then click Open Record.
The source record opens in the Billing Central or Revenue Management app.