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Revenue Management for Financial Services Cloud
The Revenue Management for Financial Services Cloud app is a one-stop solution to track, monitor, and manage revenue for multiple sales processes. It’s a purpose-built app that adapts to nuances of opportunity management within the financial service industry. It comes prepackaged with the component library to make it easier to customize the app to your liking.
| Available in: Developer, Edition and for an extra cost in Enterprise, Performance, and Unlimited Editions |
- Deploy Revenue Management for Financial Services Cloud
Before you create an app from the Revenue Management for Financial Services Cloud template, deploy Revenue Management for Financial Services Cloud in Salesforce. - Use Revenue Management for Financial Services Component Library
Revenue Management for Financial Services Cloud provides components to build customized dashboards. Components are container elements that contain groups of charts, tables, filters, text, and more in multiple dashboards, making it easy to add a group of objects to your dashboard. - Use Revenue Management Embedded Dashboard
The Revenue Management dashboard provides insights to build better pipelines, improve forecast accuracy, and generate more revenue. The dashboard includes the Revenue Optimizer page and Client 360 page.
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