Setting up Deferred Revenue Waterfall Dashboard Pages

The Deferred Revenue Waterfall dashboard is created using the App Template Design wizard. For more information, see The App Template Design Wizard.

Use the following steps to configure the Deferred Revenue dashboard Custom View page by mapping the columns represented in the table.

To perform these steps, ensure that you:

• Have the Analytics Platform Admin permission set (if not, you can only make local settings changes for your current session).
• Are using the Analytics Studio app (not the Analytics app).

Setting up the Deferred Revenue Waterfall Custom View

Note: To continue with the configuration, you need the Analytics Platform Admin permission set.

To set up your Custom View page:

1. From the Custom View page, click to enter edit mode.
2. Click , then select Pick Initial Values.
3. Use the drop-down menus to configure your table:
   1. Company Fields.
   2. Account Fields.
   3. Contract Fields.
   4. Contract Line Fields.
4. Click Done to save your dashboard.
5. Click .
6. Clickto enter preview mode.

Your Deferred Revenue dashboard Custom View page is configured.

See the Salesforce Help for general information about using dashboards in Analytics.