Recognition 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.

To manage data for efficient targeted analysis, you can apply filters at the top of the grid to narrow the focus to the following:

Companies
Scheduled periods
Currencies
Accounts
Recognition sources
Source records
Status

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.

Fields in the Filters Panel
Field	Description
Company	Filters the grid by specific companies.
Scheduled Period	One or more periods whose data is displayed in the grid. By default, the current period is selected.
Currency	Filters the grid by specific currencies.
Account	Filters the grid by specific accounts.
Recognition Source	Filters the grid by 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.
Status	Filters the grid by specific statuses. By default, this is set to Recognizable. You can update it by clicking on the filter.

Button

Buttons in the Recognition Summary Grid
Button	Name	Description
	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. Note: When you click this button, if your org is configured to exclude recognition schedule lines in historic periods Refers to all periods prior to the period being recognized in the Recognition Summary grid. but there are unrecognized values in historic periods, a warning message displays. You must remember to recognize the historic periods otherwise your reporting data might be inaccurate and some source records will not be fully recognized. By default, historic periods are included for recognition. For more information, see the Exclude Historic RSLs from Recognition field in Managing Custom Settings.
	High Contrast	Allows you to toggle the interface into a different color mode for better visual clarity.
	Analytics Studio	Provides a direct link to the Analytics Studio for deeper data exploration.
	Return to Initial View	Resets all active filters and returns the page to its default state. Appears only when a filter is set.
	Modified	Allows you to load, save, manage, or clear specific data views. Appears only when a filter is set.

The last updated data reflects the last time the recipe was run. However, this information is only as current as your last revenue schedule and Analytics data synchronization. For the most accurate reporting, always synchronize your revenue schedules before refreshing the data. For more information, see Synchronizing Recognition Management Data in Analytics.

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.

Columns in the Recognition Summary Grid
Field	Description
Account	The account that the revenue or cost relates to.
Company	The company that the source records relate to.
Currency	The currency of the source records.
Previously Recognized Cost	The amount of scheduled cost recognized till period.
Previously Recognized Revenue	The amount of scheduled revenue recognized till period.
Recognition Source	The object type of the source record.
Scheduled Cost	The amount of scheduled cost to be recognized against the recognition schedule lines for the scheduled period.
Scheduled Period	The period when the revenue or cost is scheduled to be recognized.
Scheduled Revenue	The amount of scheduled revenue to be recognized against the recognition schedule lines for the scheduled period.
Source Record	The name of the source record.
Status	The status of this recognition schedule line: Pending, Recognizable, Complete, or Invalid.
Recognition Template	The template applied to the record that defines the recognition method and settings.
Total Recognizable Cost	The sum of all previous period costs to be recognized against the recognition schedule lines for this period.
Total Recognizable Revenue	The sum of all previous period revenues to be recognized against the recognition schedule lines for this period.
Total Remaining Cost	The amount of remaining cost to be recognized against the recognition schedule lines for the scheduled period.
Total Remaining Revenue	The remaining amount of revenue 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.
Add 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.
1. Find the step property within the selector's configuration object.
2. Edit the value to the required naming format s_select_fieldname.
3. 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.