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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)
Required Editions
| Available in: Salesforce Billing Summer '20 and later |
To use the Pending Billing dashboard, download the Day_ID.csv file and have your Salesforce credentials ready so you can replace the demo data with your own order data. The Day_ID.csv spreadsheet contains one column labeled Day ID, with rows for the numbers 0 through 120. When you configure the Pending Billing dashboard, Tableau performs a full outer join between Day_ID.csv and your order data. This join creates a table that includes all pending billings within a 120-day period for each of your order products. If you need a smaller or larger future outlook, edit the number of rows in the Day_ID.csv file. Larger numbers of rows can cause slower performance after configuring your dashboard in Tableau.
- From the Tableau Downloads page, download the Salesforce Dashboard Starters package.
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Open the Pending_Billings_Daily.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.
- From your Tableau home page, go to the Data menu and select Future Billings Standard, and then select Edit Data Source....
- Enter the credentials of the Salesforce org that you want your Daily Pending Billings dashboard to evaluate. If you're asked to allow access, click Allow.
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After Tableau has finished authenticating your org, it will display a window for selecting
your data source. Select Day_ID.csv from the directory where you saved it.
Tableau performs an outer join between the Day_ID.csv file and your order products with non-invoice plan billing frequencies.
- Rename the Billing Revenue by Month Overview tab to Billing Revenue by Day.
- From the Tableau dashboard, select the Billing Revenue by Day tab.
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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.
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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 Day_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 Day_ID.csv file.
The Pending Billings Dashboard provides a Billing Revenue by Day Overview tab and a Details tab. By default, the Billing Revenue by Day tab shows bar graphs for your overall Billings by Day. It also shows your billings by day 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.
