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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.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced |
Revenue Schedule Component Before Generating Schedules
| Callout | Description |
|---|---|
| 1 | Choose whether the revenue schedules that they want to generate for an opportunity must follow the broadcast calendar or the Gregorian calendar. |
| 2 | Decide how projected revenue for the opportunities products are split across the schedules generated for the opportunity products. The split options are:
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| 3 | Select an end date that applied to all the products in the opportunity. Each opportunity product must have an end date to decide how many schedules must be generated for each opportunity product. Before generating revenue schedules, the sales team can either apply one end date for all opportunity products or go the Ad Opportunity Product record related to each opportunity product and select a unique end date for the opportunity product. |
| 4 | Generate revenue schedules for all the products that are part of the opportunity. The option to generate schedules is only active for specific opportunity stages. The sales team can work with the admin to select the opportunity stages when the revenue schedules can be generated. |
Revenue Schedule Component After Generating Schedules
| Callout | Description |
|---|---|
| 1 | View the months for which schedules are generated along with the budget for each month, and the start and end dates of the month. To view the product schedules for each month, expand the groups. |
| 2 | View the products for which schedules are generated for a month along with the budget allocated to each product schedule, and the start and end dates of the product schedule. |
| 3 | View the budget for each schedule in a month and review the total budget for the month that's automatically calculated by aggregating the budget of the individual schedules. |
| 4 | View how the budget for the product schedules are split across the opportunity team members. To view the budget split by team members, make sure that the opportunity products are split among the opportunity team. To learn about how to split opportunity and opportunity products among team members, see Share Revenue by Using Opportunity Splits and Opportunity Product Splits. |
To learn about the logic that's used to generated opportunity product revenue schedules, see Revenue Schedule Generation Logic for Media.
Revenue Schedule Component After Actual Revenue is Available During Order Execution
| Callout | Description |
|---|---|
| 1 | View the actual amounts booked, delivered, and billed to the advertiser for each product schedule. |
| 2 | View the aggregated actual amount for a month. |
Revenue Schedule Component After Adjusted Amount is Calculated During Order Execution
| Callout | Description |
|---|---|
| 1 | Calculate the adjusted amounts for future schedules based on the actual amounts from the past schedules. |
| 2 | View the adjusted amounts for each product schedule for which actual amounts aren't available yet. |
| 3 | View the aggregated adjusted amount for a month. |
