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            Revenue Management

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            3. Financial Services Cloud Admin Guide

            Revenue Management

            Give financial advisors, bankers, and branch managers access to analytics that provide a comprehensive view of their business performance. By using a guided setup, quickly set up Revenue Management for Financial Services Cloud.

            • Set Up Revenue Management for Financial Services Cloud
              By using a guided setup, you can initiate the request to create a CRM Analytics app for Revenue Management more easily. Follow clear steps to set up permissions, configure the objects and fields that track revenue performance, and initiate a request to create an app with a dashboard for a configuration. Your business users can get valuable insights on revenue by viewing the prebuilt dashboard in the app.
             
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