You are here:
Generate Accurate Revenue Reports with Bookings
We added fields to orders and order products so that your company can report on bookings that exclude evergreen subscriptions on order products. Specify which order products are included or excluded from bookings and see the order product’s calculated bookings amount and total price. (Salesforce CPQ Managed Package)
The process to add the fields to your page layout is the same for order and order products. For example, to add the Order Bookings field, find the page layout for Orders.
- If you're using Lightning Experience, from Setup, in the Quick Find box, enter Object Manager, and then select Object Manager. Next, click Order, and then scroll to the Page Layouts section.
- If you’re using Salesforce Classic, from Setup, in the Quick Find box, enter Orders, and then select Page Layouts.
- Next to CPQ Order Layout, click Edit.
- From the top panel, enter Order Bookings into the Quick Find box.
- Drag the field to an empty section, then save your changes.
Once Order Bookings is enabled, all your revenue specialists have to do is set the Bookings Indicator field according to your reporting requirements.
Evergreen order products aren’t included in the bookings amount.
