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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.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced |
Task Automation During Opportunity Negotiations
| Sales Team Task | Automated Task | Automation Resource | Additional Details |
|---|---|---|---|
| Creates an opportunity | An ad opportunity is created and related to the opportunity. | Create or Update Ad Opportunity flow | The flow also updates related ad opportunity records when an opportunity name is updated. |
| Adds a set of products to the opportunity | Ad opportunity products are created for each product add to the opportunity and related to the opportunity's:
|
Create or Update Ad Opportunity Products flow | The flow also updates existing ad opportunity products if the product quantity is changed in the opportunity. |
| Generates revenue schedules | A schedule and an opportunity line item schedule actual is created for each schedule that's generated for the opportunity products. | Bulk Revenue Schedule Generation business API | If an opportunity has two products and runs for two broadcast or Gregorian months, four schedules and opportunity line item schedule actuals are created. |
Task Automation During Order Execution
| Sales Team Requirement | Automated Task |
|---|---|
| Want a unified view the actual revenue for an opportunity | After the actual revenue is added to opportunity line item schedule actuals, the actual amounts such as booked, delivered, and billed are available on the Revenue Schedule component. |
| Want to easily find out the adjusted revenue expected from remaining schedules | After the actual revenue from past schedules is added to opportunity line item schedule actuals, the sales team can automatically generate the adjusted amount for the remaining schedules with a single click. After the adjusted amount is calculated for each opportunity product schedule, the adjusted amounts are updated in the corresponding opportunity line item schedule actuals. |
