SECTIONSUsing the Engagement Subscriptions Dashboard
You can access the Engagement Subscriptions dashboard from the Subscriptions tab of an engagement record.
This dashboard enables you to:
- Identify the amount of revenue generated by subscriptions.
- Identify the amount of revenue generated, the amount invoiced to date, and the amount of revenue recognized, per billing contract.
- View additional information for each billing contract line item.
More information about each chart is provided below. For more information about how the values are calculated, see Engagement Analytics Data Reference.
Currency Drop-Down Selector
If your org is configured to support multiple currencies, you can use the Currency drop-down selector to change the currency that the values are displayed in. You can select any of the active Salesforce currencies in your org.
By default, the values in the dashboard are displayed in the currency of the engagement record. If the dashboard contains data for multiple engagements, the values are displayed in the corporate currency by default.
Recognized Value
The amount of revenue recognized is displayed in the dashboard only if you use Revenue Management and your Financial Analytics app contains the Contract Line Item Revenue Recognized field in the Billing Contracts dataset. Otherwise, the value is not displayed in any of the charts within the dashboard. For more information about when the field is available in the dataset, see Billing Contracts Dataset Output Fields.
Subscriptions Revenue Donut Chart
The Subscriptions Revenue donut chart enables you to view the portion that each billing contract contributes towards the amount of revenue generated by subscriptions.
You can hover over a slice to view the percentage that a particular billing contract contributes towards the subscriptions revenue amount.
You can also click a slice of the chart to highlight a billing contract. The remaining charts on the dashboard refresh automatically to display only the data for the selected billing contract.
By Measure Stacked Bar Chart
If it is not already displayed, you can access the stacked bar chart by clicking By Measure. The chart enables you to view the cumulative revenue, invoiced, and revenue recognized amounts across all billing contracts included in the engagement.
Each contract displays in a different color, enabling you to view the portion that it contributes towards the total amount for a specific measure. You can hover over a part of each bar to view the percentage that a particular billing contract contributes towards the total amount for the selected measure.
By Contract Bar Chart
You can access the bar chart by clicking By Contract. The chart groups the revenue, invoiced, and revenue recognized measures by billing contract.
Billing Contract Details Table Chart
The Billing Contract Details table provides more information about each billing contract line item and its respective billing contract.
The table is grouped by contract number, contract name, product name, product billing type, start date, end date, and contract renewal date. For each billing contract line item, you can view the revenue, invoiced, and revenue recognized amounts.
You can click the number of a contract to open its record page.