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Smart Revenue

Gain insights about your business's Revenue trajectory

Overview

Smart Revenue’ offers a wide range of features like tracking and configuring various revenue metrics, prebuilt reports, a dashboard, a revenue calculator that is based on user-defined dates, and a configuration page for app settings and field mapping.

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  • 1. Core Settings 2. Field mapping from other objects to Revenue Detail object 3. Generate Revenue Details on Quote, Order or Opportunity 4. Verify Revenue Metrics and Type of Revenue 5. Net Total Calculator 6. Predefined Reports and Dashboard

Application Description ‘Smart Revenue’ is an application that is a comprehensive solution designed to meet the diverse needs of clients. It offers a wide range of features, like Tracking and Configuring various Revenue Metrics, pre-built Reports & Dashboard with Revenue Calculator. Bluvium has developed this product based on its extensive experience gained from multiple client requests during Salesforce CPQ and billing implementation projects. Benefits and Value The app will provide crucial Revenue Metrics with Reports and Dashboard with Revenue Calculator based on user defined dates and a User-friendly configuration page for App settings & field mapping. The app is compatible with any CPQ and Sales Cloud object (Quote, Order and Opportunity) with customizable fields which gives more flexibility to users to create Revenue details Records. Financial Year can be set for generating Revenue Details.

Categories

Business Needs
Sales
Productivity
Finance
Industries
High Tech
Personas
Administrator
Business Operations Manager
Business User
Features
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Salesforce Mobile

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