Configuring the Asset Page to Track Revenue

To see the revenue schedule, with earned and unearned revenue, go to the policy (asset) object for a specific policy.

1. Go to Salesforce Classic view and click Setup.
2. Go to App Setup > Customize > Assets > Page Layout.
3. Click Edit next to the Assets page you plan to track revenue on.
4. On the Asset Layout page, click Related Lists.
5. Drag Transactions and Revenue Schedule onto the layout.
6. Add the following fields to the Transactions section:

   • Transaction Date

   • Post Date

   • Type

   • Amount

   To make it easy to read this section, in Sort By, select Transaction Date.

7. Add the following fields to the Revenue schedule section:

   • Date

   • Revenue Earned in Period

   • Total Earned Revenue

   • Total Unearned Revenue

   To make it easy to read this section, in Sort By, select Date.

8. Click Save.