Revenue Management Task Launcher Overview

The Revenue Management Task Launcher groups together common data management and administration tasks into a single location.

Warning:

The following actions must be performed by administrators only or by users with a full Analytics license.

Setup

Create Recognition Management App

The Create Recognition Management App link allows administrators to generate an app from the Revenue Management Analytics template. The app contains dashboards, recipes, and datasets that support recognition reporting and analysis.

For more information, see Creating an App from Revenue Management Analytics App Template

Delete Schedules Where Source Unavailable

The Delete Schedules Where Source Unavailable link allows administrators to delete recognition schedules where the source record has been deleted.

For more information, see Deleting Obsolete Recognition Schedules.

Delete Staging Data

The Delete Staging Data link allows administrators to delete data from the recognition staging tables.

For more information, see Deleting Data from the Recognition Staging Tables.

Transfer Previously Recognized

The Transfer Previously Recognized link allows administrators to prepare Revenue Management for using multiple-element arrangements for revenue recognition rather than recognizing revenue directly on source records

For more information, see Transferring Committed Revenue to Performance Obligations.

Period End Processing

Deferred Revenue True-Up All

The Deferred Revenue True-Up All link allows administrators to run the deferred revenue true-up process across source records.

For more information, see Deferred Revenue True-Up

Delete Draft Forecasts

The Delete Draft Forecasts link allows administrators to delete draft forecast records so that old data does not accumulate.

For more information, see Delete Draft Forecast Records for Users by Year.

Generate Revenue Contracts for All Engagements

The Generate Revenue Contracts for All Engagements link allows the Revenue Manager to create or update revenue contracts for engagement records. Use this when you want to ensure that every eligible engagement has an associated revenue contract reflecting the latest engagement data.

For more information about engagements, see Generating Revenue Contracts for Engagements

Manage Actual vs Forecast

The Manage Actual Vs Forecast link allows administrators to create Actual vs Forecast records manually.

For more information, see Manage Actual vs Forecast Records.