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Salesforce Billing Reports & Dashboards

Data-driven insight into your billing and settlement operations

Overview

Unlock insight into your billing, usage, invoice settlements, taxation and revenue processes with preconfigured reports and dashboards for Salesforce Billing

1 of 6

  • Billing operations reports for unbilled orders, billing transactions, and usage including exceptions, incomplete or unposted transactions as well as cancelled ones.

  • Receivables settlement reports for payments, refunds, credit and debt notes, including reports to identify and analyze in-flight payments errors and processing failures.

  • Tax, revenue, and finance reports to assist reconciliation and external reporting by dimensions including product, legal entity, customer account, general ledger account, finance period.

Gain deeper insight into your order-to-cash process, improve operational efficiency with increased visibility into your Salesforce Billing data with this free pack containing 86 reports and 3 dashboards. The reports provide detailed information in completed and in-flight transactions in following areas: Billing Orders, Invoice Operations, Usage Consumption, Invoice Settlements, Revenue Recognition, Taxation, Finance & Reconciliation, Payment Processing. The dashboards allow to see billing metrics, such as invoice counts and amounts, transactions needing attention, outstanding transaction balances, as well as summarized revenue reporting.

Categories

Business Needs
Dashboards & Reports
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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