Displaying Recognition Information on Primary Source Records

You can display recognition information on your primary source records, such as projects and billing contracts, in the following ways.

  • Add a custom field on your primary source object to roll-up the Recognized to Date values from child records to the parent (primary) record. The parent and child records must be in a master-detail relationship for this to work.
  • Configure a cards panel to display KPI values on your primary source records and their child records.
  • Embed a Business Analytics dashboard on the primary source object's page layout.

The examples in this page assume that you integrated Revenue Management with PSA or Billing Central by enabling the features supplied in Feature Console. If you integrated the applications manually, your field labels might be different.

Warning:

The information in this page is intended for administrators who are familiar with editing objects in Object Manager, editing Lightning record pages, and are experienced at working with Business Analytics dashboards.

Adding a Roll-Up Summary Field on the Primary Source Object

In Object Manager, add a custom field of type Roll-Up Summary to your primary source object. Configure this field to sum the Recognized to Date value on the child source object. The primary source object and child source object must be in a master-detail relationship for this to work.

For example, if your primary source object is Billing Contract, add a custom Roll-Up Summary field to sum the Recognized to Date field on the Billing Contract Line Item object.

Configuring a Cards Panel to Display KPI Values

You can configure a cards panel to display KPI values on your primary source records and their child records. You can configure a cards panel for any source object that has a recognition settings record set up for recognition schedules. This is because the KPIs configured for a primary source record sum values from its related recognition schedule lines, and the KPIs configured for a source record take their values directly from recognition schedules.

Adding Cards to Primary Source Records

To add a cards panel to a primary source record, such as  a project or billing contract:

  1. Edit the record page in Lightning App Builder and add a new tab. Give the tab a name such as Recognition Data.
  2. Drag a Related List - Single component onto the tab and set the component's properties to:

    Parent Record: Use This <record name>

    Related List: Recognition Schedule Lines

    Related List Type: Enhanced List

  3. [Optional] Configure the related list to include the following fields: Name, Revenue Schedule, Display Information, Revenue, Recognized Revenue, Cost, Cost Recognized, Status.
  4. From the App Launcher, open the Cards Panel Configuration Builder and create a new configuration for the primary source object such as Project or Billing Contract.

    Add two cards to display Total Revenue, and Revenue Recognized to Date. The values to supply on the Edit Card window are detailed below. If required, you can create similar cards for cost.

    Edit Card FieldTotal Revenue KPIRevenue Recognized to Date KPI
    Card TypeKPIKPI
    Related ListRecognition Schedule LinesRecognition Schedule Lines
    Field NameRevenueRecognized Revenue
    DescriptionSum of revenue from RSLs related to the primary record.Sum of revenue from completed RSLs related to the primary record.
    Calculation TypeSumSum
    Card TitleTotal RevenueRevenue Recognized to Date

    Save the card configuration

  5. Edit the record page in Lightning App Builder again.
  6. Drag the FDN Cards Panel component onto the tab you created at step 1, and set its Cards Panel Configuration property to the card configuration you created at step 4.
  7. Activate the page and assign it as the org default or as appropriate.

Adding Cards to Source Records

To add a cards panel to a source record, such as  a milestone or billing contract line item:

  1. Edit the record page in Lightning App Builder and add a new tab. Give the tab a name such as Recognition Data.
  2. Drag a Related List - Single component onto the tab and set the component's properties to:

    Parent Record: Use This <record name>

    Related List: Recognition Schedules

    Related List Type: Enhanced List

  3. [Optional] Configure the related list to include the following fields: Name, Display Information, Total Revenue, Total Recognized Revenue, Total Cost, Total Recognized Cost, Status.
  4. From the App Launcher, open the Cards Panel Configuration Builder and create a new configuration for the source object such as Milestone or Billing Contract Line Item.

    Add four cards to display Total Revenue, Revenue Recognized to Date, Scheduled Revenue, and Unscheduled Revenue. The values to supply on the Edit Card window are detailed below. If required, you can create similar cards for cost.

    Edit Card FieldTotal Revenue KPIRevenue Recognized to Date KPI

    Scheduled Revenue KPI

    Unscheduled Revenue KPI

    Card TypeKPIKPIKPIKPI
    Related ListRecognition SchedulesRecognition SchedulesRecognition SchedulesRecognition Schedules
    Field NameTotal RevenueTotal Recognized RevenueTotal Scheduled RevenueTotal Unscheduled Revenue
    Calculation TypeSumSumSumSum
    Card TitleTotal RevenueRecognized to DateRevenue Scheduled for RecognitionRevenue Not Scheduled for Recognition

    Save the card configuration

  5. Edit the record page in Lightning App Builder again.
  6. Drag the FDN Cards Panel component onto the tab you created at step 1, and set its Cards Panel Configuration property to the card configuration you created at step 4.
  7. Activate the page and assign it as the org default or as appropriate.

Embedding a Business Analytics Dashboard

This method of displaying recognition data on your primary source records requires you to have Business Analytics installed and working in your org.

  1. In Analytics Studio, clone the dashboard that you want to embed on the primary source record. The packaged dashboards for PSA's Project and Billing Central's Billing Contract objects are:
    Source ObjectDashboard
    ProjectDeferred Revenue Reporting
    Billing ContractDeferred Revenue Waterfall
  2. Rename the cloned version of the dashboard and make any formatting changes you require.
  3. For each chart in the dashboard, display the Query tab and set Faceting = All.
  4. If the Filter widget is included in the dashboard, remove it. This is because the embedded version of the dashboard will display values specific to the current primary source record.
  5. Edit the primary source record's record page in Lightning App Builder and add a new tab. Give the tab a name such as Recognition Data.
  6. Drag the CRM Analytics Dashboard component onto the tab and set the component's properties to use the cloned dashboard you have created.
  7. In the component properties, click +Add Dashboard Filter then add the filters relevant to your primary source object:
    Source ObjectFilter
    Project

    Data Source: Deferred Revenue Reporting Transactions

    Data Source Field: Source ID

    Operator: Equals

    Object Field: Record ID

    Data Source: Deferred Revenue Reporting Billings

    Data Source Field: Source ID

    Operator: Equals

    Object Field: Record ID

    Billing Contract

    Data Source: Revenue Waterfall
    Data Source Field: Contract ID
    Operator: Equals
    Object Field: Record ID

  8. Activate the page and assign it as the org default or as appropriate.