Several types of alert cards are included on the Revenue Recognition page. By default they display revenue information but you can configure them to display cost information. The alert cards included by default are:
- Alert cards showing the amount of revenue that is scheduled to be recognized in a specific period. These cards use the RM Schedule Summary Alert Card Lightning component.
- Alert cards showing the amount of scheduled revenue that is pending
A recognition 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. These cards use the RM Schedule Pending Summary Alert Card Lightning component. - 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. This card uses the RM Unscheduled Summary Alert Card Lightning component. Unscheduled revenue on revenue schedules with the status "Source Unavailable" is excluded from this card.
Using the Lightning App Builder, an administrator can edit the Revenue Recognition page to add the following alert cards:
- Alert cards showing the amount of scheduled revenue that is on hold Recognition schedule lines are withheld from being recognized if their parent recognition schedule has the status "On Hold". in a specific period, or in all periods up to a specific period. Use the RM Schedule On Hold Summary Alert Card Lightning component to add these cards.
- An alert card showing the total recognized revenue on revenue schedules with the status "Source Unavailable", and the number of revenue schedules with this status. Use the RM Source Unavailable Summary Alert Card Lightning component to add this card.
When editing the Revenue Recognition page in the Lightning App Builder, an administrator can remove any alert cards that are not relevant. They can also configure alert cards by editing the fields available in the properties pane of the Lightning App Builder. There are properties to change the period a card relates to, make a card display cost information rather than revenue information, and change a card's colors. Each card has a default color, and can be displayed in other colors if the card's value exceeds upper or lower thresholds. For full details of the properties available for each type of alert card, see Revenue Management Lightning Components. For more information about editing pages in the Lightning App Builder, see the Salesforce Help.