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Revenue Schedule Generation Logic for Media
Sales teams can generate different types of revenue schedules based on their requirements. For example, sales teams can generate revenue schedules based on either the broadcast or the Gregorian calendar, and can decide whether opportunity product budget is split across opportunity product schedules equally or in proration. Learn about how Media Cloud generates schedules and calculates budgets for different configurations.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced |
What are the Factors that Drive the Logic for Opportunity Product Schedules?
Here are the list of factors that decide the logic for generating schedules:
- The start and end dates of opportunity products
- The type of calendar used to generate schedules
- The type of revenue split logic used to generate schedules
The number of schedules generated for an opportunity product depends on the opportunity product's start and end dates and not the opportunity's close date. The calendar type and the revenue split type for the opportunity is applied for all opportunity product schedules. Schedules for two products in an opportunity can't be generated using different calendar types and revenue split types.
How do Schedules Differ Between Broadcast and Gregorian Calendars?
Here's how schedules are generated for opportunity products based on calendar type:
| Calendar Type | Schedule Generation Logic | Example Opportunity Product Period | Example Schedules |
|---|---|---|---|
| Broadcast |
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The Skyscrapper product’s start and end dates are November 1, 2025 and December 31, 2025 |
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| Gregorian |
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How are Opportunity Product Schedules Represented on the Revenue Schedule Lightning Component?
The Revenue Schedule component organizes and groups schedules in monthly groups. The start and end dates of these monthly groups align with the start and end dates of the calendar that was used to generate schedules for the opportunity's products.
| Calendar Type | Example Opportunity Product Schedules | Example Monthly Schedule Groups |
|---|---|---|
| Broadcast | The Skyscrapper product’s start and end dates are November 1, 2025 and December 31, 2025The Skyscrapper product’s start and end dates are November 1, 2025 and December 31, 2025 |
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| Gregorian |
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How is the Budget for an Opportunity Product Calculated?
The budget or projected revenue for a opportunity product is calculated by multiplying the product's sales price with the product quantity added to the opportunity. For example, the budget of the Skyscrapper product is $600 when sales price is $20 and quantity is 30.
How is Budget Split Equally and in Proration Across Schedules?
| Revenue Split Type | Budget Split Logic | Example Opportunity Product Budget | Example Opportunity Product Budget Split |
|---|---|---|---|
| Equal | The product's budget is split equally across schedules. | $600 | For an opportunity product that runs from November 1, 2025 to December 31, 2025, here's how the budget is split equally:
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| Prorated | The product's budget is split across schedules based on the number of days in each schedule. | For an opportunity product that runs from November 1, 2025 to December 31, 2025, here's how the budget is split in proration:
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How do Budgets and Actual Amounts Roll Up for Each Monthly Group?
On the Revenue Schedule component, the budget from all the schedules that are part of a monthly group are aggregated and rolled up to the monthly group. This helps sales team to get an aggregated view of the budget for a month. The component columns that display actual amounts such as booked, delivered, and booked also aggregate the amounts from all the schedules of a monthly group and roll the total up to the monthly group.
