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Media Cloud
Revenue Schedules for Media Workflow

Revenue Schedules for Media Workflow

The workflow of Revenue Schedules for Media primarily involves members of the sales team. Before working with Revenue Schedules for Media, understand its typical workflow.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced
Workflow diagram for revenue schedules.
Stage Task System
Advertisement campaign negotiations in progress

Sales team creates an opportunity and:

  • Adds the sales reps who are part of the opportunity
  • Adds the products required for the opportunity
Salesforce
Sales team generates the revenue schedules for the opportunity products based on either broadcast or Gregorian calendar
Order execution in progress Ad operations team creates the confirmed order in external ad server. External system
Ad operations team generates monthly order invoices for advertiser in external billing system.
Automated integration updates monthly actual revenue information in Opportunity Line Item Schedule Actual records. Salesforce
Sales team generates adjusted amounts for future schedules for opportunity products based on actual revenue.
Tip
Tip If you have Media Cloud - Advanced, your company can use Advertising Sales Management to manage ad sales processes such as configuring media plans for opportunities, converting media plans to orders, and sending order data to external ad servers.
 
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