Reporting on Scheduled Revenue

A standard Salesforce report is provided to give you a forward-looking view of the revenue you can expect to earn over coming months. The Revenue Scheduled By Period report is held in the RM Report Templates folder.

The report shows the sum of scheduled revenue in each period for the current fiscal quarter and the following three fiscal quarters. Amounts are displayed in user currency.

You can embed the report on the Revenue Management Home Page, the Revenue Management Workspace, or any other page or dashboard.

Using Recognition Schedule Lines for Reporting

You can create custom reports using the information held on recognition schedule lines. For details of how to customize the information held on recognition schedule lines, see Additional Setup for Recognition Schedules.