Work with Revenue Schedules

Learn about the various ways in which sales team members can generate revenue schedules for opportunities, track actual revenue, and adjust projections based on actual revenue.

• Prerequisites to Generate Revenue Schedules
  Before sales managers and sales reps generate revenue schedules, they must make sure admins have completed the required set up and that opportunities and products for generating revenue schedules are correctly configured.
• Explore Revenue Schedule Lightning Component for Media
  While generating revenue schedules and managing revenue schedules, sales team members primarily work out of the Revenue Schedule Lightning component. The sales team must understand how to work with the component on opportunities before they start generating revenue schedules.
• Understand How Revenue Schedules Work for Media
  Revenue Schedules for Media is designed to minimize the effort of sales teams in forecasting and tracking revenue for opportunities. To enable sales teams to enhance their efficiency, there are automated processes that run behind-the-scenes.
• Actual Amount Handling Strategies in Revenue Schedules for Media
  When a publisher executes on a committed order for an opportunity, the actual amounts booked, delivered, and billed to the advertiser may differ at different times of the order tenure. Publishers can choose to manage information about actual amounts in an external billing system or as part of their implementation in their Salesforce instance. Depending on how the publisher decides to manage their actual amounts, either the admin or the system integrator can set up a process to bring back the actual amount information in real-time or in batches in to the revenue schedules.