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Manage Your Billing Processes with Salesforce Billing
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            Salesforce Billing Tableau Dashboards

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            Salesforce Billing Tableau Dashboards

            Salesforce Billing provides a collection of Tableau dashboards that help you get business insights from your Salesforce Billing data. Each dashboard comes with a default layout that you can customize and extend based on your data tracking needs. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Summer '20 and later
            • Configure the Pending Billings Dashboard
              Connect the Tableau Pending Billings Dashboards to your Salesforce org. The dashboard helps you estimate your future billing amounts based on the pending billings amount for each of your activated order products. You can use this data to evaluate your expected future cash flow. The dashboards are configured for monthly billing by default, but you can also use them for quarterly or annual billing analysis. (Salesforce Billing Managed Package)
            • Configure the Daily Pending Billings Dashboard
              Connect the Tableau Daily Pending Billings Dashboards to your Salesforce org. The dashboard helps you estimate your future daily billing amounts based on the pending billings amount for each of your activated order products. You can use this data to evaluate your expected future cash flow. (Salesforce Billing Managed Package)
            • Configure the All Billings Dashboard
              Connect the Tableau All Billings Dashboard to your Salesforce org. The dashboard helps you review your overall billings and evaluate how much has been invoiced, debited, and credited, as well as your pending billings. (Salesforce Billing Managed Package)
            • Configure the Payments Dashboard
              Connect the Tableau Payments Dashboard to your Salesforce org. The dashboard helps you review processed payments and refunds issued to the payments. You can also review declined payments or payments with errors and take the necessary corrective actions. The dashboards organize your payment data by time period, account, payment method, and payment gateway. You can set a tolerance level for refunds, declines, and errors. This configuration lets you focus on areas where payment transactions are above acceptable levels. (Salesforce Billing Managed Package)
            • Configure the Revenue Dashboards
              Connect the Tableau Revenue Dashboards to your Salesforce org. The Revenue Dashboards help you track your overall revenue recognition, including deferred, recognized, and aggregated previously earned revenue. You can also use it to evaluate how your outstanding deferred revenue will be recognized over time. You can view the data altogether or segmented by time, product, legal entity, finance book, and distribution method. (Salesforce Billing Managed Package)
             
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