View Changes to an Asset During Its Lifecycle

If you don’t see the dashboard, ask your Salesforce admin about Customer Asset Lifecycle Management.

The dashboard for the asset shows the current quantity, MRR, amount, and invoice line balance as of today’s date (1). It’s updated at the end of the current period in the asset’s lifecycle.

The dashboard also includes charts showing changes in quantity and MRR throughout the asset’s lifecycle (2).

Each asset action tab shows the effect of each change or cancellation on the quantity, MRR, and amount.

On the asset action page, narrow your view of a chart by clicking Set Date Range. To see details about a change, hover over a dot. A blue dot in a chart indicates an asset state period change, and an orange dot indicates an asset action change.

Some lifecycle-managed assets show asset action sources, such as a Salesforce order product or work order line item, or a reference to another system. Click the item under Name, and then click the Related tab.

Some lifecycle-managed assets show the business category of each change, such as initial sale or renewals. Include these categories in reports to understand where revenue is rising or falling.