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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.
- Considerations for Setting Up Revenue Management for Financial Services Cloud
Keep in mind these considerations when setting up Revenue Management for Financial Services Cloud. - Prerequisities for Setting Up Revenue Management in Financial Service Cloud
Before you set up Revenue Management for Financial Services Cloud, follow these steps. - Set Up Revenue Source Objects and Fields for Analytics
Select the objects and fields that store opportunity and product-related information. Then initiate a request to create a CRM Analytics app for the configuration. - Create Categories for a Revenue Source Metric
By creating categories for a revenue metric, you can measure and track the performance of the metric. When creating categories, you can select the fields that store opportunity-related stage information. - Initiate App Creation
After you set up the objects and fields and create at least one active category, you can initiate the request to create a CRM Analytics app for the configuration. You can also preview the app or check the status of the app—all without leaving the guided setup.
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