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            Configure the Revenue Dashboards

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            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)

            Required Editions

            Available in: Salesforce Billing Summer '20 and later

            To use the Revenue Billings dashboards, download the 4_Rows.csv file and have your Salesforce credentials ready so you can replace the demo data with your own order data. The 4_Rows.csv spreadsheet contains one column labeled Copy, with rows for the numbers 1 through 4. When you configure the Revenue dashboards, Tableau performs a full outer join between 4_Rows.csv and revenue data.

            1. From the Tableau Downloads page, download the Salesforce Dashboard Starters package.
            2. Open the Revenue.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 Revenue, and then select Edit Data Source....
            4. Enter the credentials of the Salesforce org that you want your Revenue dashboards 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 4 Rows.csv from the directory where you saved it.
              Tableau performs a full outer join between your 4_Rows.csv file and the revenue schedules in your Salesforce org. The Data Source tab in Tableau shows connections for your Salesforce instance and your 4_Rows.csv file.

            The Revenue Dashboard provides a Revenue Recognition Overview tab, a Deferred Revenue Overview tab, and a Details tab. By default, the Revenue Recognition Overview table shows your recognized, deferred, and previously earned revenue organized by month. It also shows your total revenue amount organized by product, legal entity, finance book, and distribution method. The Deferred Revenue Overview tab shows your deferred revenue organized by month, product, legal entity, finance book, and distribution method. 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.

             
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