SECTIONSRecognition Management Page
This is your home page for managing revenue and cost recognition through Analytics. For visualizing the grid and recognizing revenue, the revenue manager needs the Analytics View License.
This page gives you:
- A consolidated view of scheduled, recognized, and remaining revenue and cost with progress metrics.
- The center for monitoring and analyzing revenue and cost schedules.
- A comprehensive, filtered view of all revenue schedule lines.
This is to narrow the focus to specific companies, scheduled periods, currencies, accounts, recognition sources, or source records, allowing you to manage data for efficient targeted analysis.
You can add additional filters, add columns, change column order, and customize the grid according to your recognition needs with an Analytics Full user license.
Recognition Summary Grid
The grid provides a consolidated view of scheduled, recognized, and remaining revenue and costs with progress metrics. Use the dynamic filtering options to quickly get precise insights into the exact schedules you need to process.
The Filters Panel
The filter panel helps you precisely segment the schedules shown in the grid. This makes it easy to target specific datasets for recognition processing or detailed financial analysis, preventing you from having to sort through irrelevant data.
| Field | Description |
|---|---|
| Company | Filters the grid by specific companies. |
| Scheduled Period | One or more periods whose data is displayed in the grid. |
| Currency | Filters the grid by specific currencies. |
| Account | Filters the grid by specific accounts. |
| Recognition Source | The source record’s object type. This is the object’s API name. |
| Source Record | Filters the grid by the source record related to the corresponding revenue schedule. |
Button
| Field | Description |
|---|---|
| Create App | Installs the Revenue Management Analytics app to start tracking your recognition schedules. |
| Recognize |
Starts a process to recognize the scheduled revenue and cost currently displayed in the grid. For more information, see Recognizing Revenue and Cost against Recognition Schedules. |
Grid
Each row in this grid is a summary of recognition schedule lines with the same company, scheduled period, currency, account, recognition source, and source record applied on the filters panel.
| Field | Description |
|---|---|
| Company | The company that the source records relate to. |
| Scheduled Period | The period when the revenue or cost is scheduled to be recognized. |
| Currency | The currency of the source records. |
| Account | The account that the revenue or cost relates to. |
| Recognition Source | The object type of the source record. |
| Source Record | The name of the source record. |
| Status | The status of this recognition schedule line: Pending, Recognizable, Complete, or Invalid. |
| Scheduled Revenue | The amount of scheduled revenue to be recognized against the recognition schedule lines for the scheduled period. |
| Previously Recognized Revenue | The amount of scheduled revenue recognized till period. |
| Total Remaining Revenue | The remaining amount of revenue to be recognized against the recognition schedule lines for the scheduled period. |
| Total Recognizable Revenue | The sum of all previous period revenues to be recognized against the recognition schedule lines for this period. |
| Scheduled Cost | The amount of scheduled cost to be recognized against the recognition schedule lines for the scheduled period. |
| Previously Recognized Cost | The amount of scheduled cost recognized till period. |
| Total Remaining Cost | The amount of remaining cost to be recognized against the recognition schedule lines for the scheduled period. |
Using List Selector for Revenue Recognition Summary Table
The List Selector acts as a filter within your dashboard, allowing you to add new filter options based on existing fields in the Recognition Schedule Lines data with an Analytics Full user license. To add a new list selector to the dashboard for the Revenue Recognition Summary Table, follow the below steps:
- Click
to edit the dashboard. - Include a new List Selector widget to the dashboard, for example, use the Status field for the new selector.
- Press Ctrl + E for Windows or Cmd + E for Mac to open the dashboard's JSON definition.
- Locate the JSON object for the new list selector.
- Find the step property within the selector's configuration object.
- Edit the value to the required naming format s_select_fieldname.
- In the example using the Status field, the step should be changed to s_select_status.
- Save the dashboard.
This process enables you to add new filter options from existing fields in the Recognition Schedule Lines to customize the way you analyze and monitor your revenue data.