Loading
Manage Your Billing Processes with Salesforce Billing
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure the Pending Billings Dashboard

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Billing

            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)

            Required Editions

            Available in: Salesforce Billing Summer '20 and later

            To use the Pending Billing dashboard, download the Month_ID.csv file and have your Salesforce credentials ready so you can replace the demo data with your own order data. The Month_ID.csv spreadsheet contains one column labeled Month ID, with rows for the numbers 0 through 120. When you configure the Pending Billing dashboard, Tableau performs a full outer join between Month_ID.csv and your order data. This join creates a table that includes all pending billings within a 10-year period for each of your order products. If you need a smaller future outlook, edit Month_ID.csv to contain fewer rows, such as 60 rows for a 5-year billing period.

            1. From the Tableau Downloads page, download the Salesforce Dashboard Starters package.
            2. Open the Pending_Billings.twbx file in Tableau Desktop.
              The table is populated with demo data. Replace the demo data with the data from your org in the next steps.
            3. From your Tableau home page, go to the Data menu and select Future Billings Standard, and then select Edit Data Source....
            4. Enter the credentials of the Salesforce org that you want your Pending Billings dashboard to evaluate. If you're asked to allow access, click Allow.
            5. After Tableau has finished authenticating your org, it will display a window for selecting your data source. Select Month_ID.csv from the directory where you saved it.
              Tableau performs an outer join between the Month_ID.csv file and your order products with non-invoice plan billing frequencies.
            6. From the Tableau dashboard, select the Billing Revenue by Month Overview tab.
            7. From the Tableau toolbar, select Data and select Future Billings Invoice Plan, and then select Edit Data Source....
              Configure the Future Billings Invoice Plan data source even if your org doesn't bill with invoice plans. Otherwise, the Tableau dashboard will still contain demo data.
            8. Repeat steps 3, 4, and 5 to complete setting up your dashboard for order products with invoice plans.
              Tableau performs a full outer join between the Month_ID.csv file and your order products with invoice plan billing frequencies. The Connections sidebar in Tableau shows connections for your Salesforce org and your Month_ID.csv file.

            The Pending Billings Dashboard provides a Billing Revenue by Month Overview tab and a Details tab. By default, the Billing Revenue by Month tab shows bar graphs for your overall Billings by Months. It also shows your billings by month organized by product, account, billing frequency, and legal entity. The Details page shows the same information as a spreadsheet. You can customize the filter fields and values in each tab as needed.

            To reconnect to your Salesforce org data source or refresh your data, go to Data and click Refresh all Extracts.

             
            Loading
            Salesforce Help | Article