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Salesforce Billing Reports & Dashboards

By Salesforce Labs

Data-driven insight into your billing and settlement operations

Free  

Never requires payment

Try It
Business Need
Dashboards & Reports

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

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Orders feature enabled. Salesforce CPQ and Salesforce Billing Installed.

App Details

Version
Salesforce Billing Reporting Add-on/Winter 2022 1.8.0
Listed On
11/15/2019
Latest Release
02/21/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.8.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/14/2019

Additional Details

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.

Need help?

Salesforce Labs

San Francisco, CA, USA

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