AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

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.

1 of 13

  • 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

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Revenue Cloud CPQ
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Supported Languages
English

More from Bluvium Inc

  • Invoice Plan Visualizer
    by Bluvium Inc
    No Ratings
    Businesses utilizing Salesforce CPQ often need to present their clients with a detailed Quote Document that also the subsequent invoices slated for the coming months, quarters, or years. Invoice Plan Visualizer is designed to fulfill this very need.
    SalesProductivity

  • Bluvium | Expert Salesforce Solutions for Growing Businesses
    by Bluvium Inc
    Bluvium is a team of world class experts who solve complex business problems through process and technology solutions. We are trusted by some of world's largest and most innovative companies to lead their strategic Salesforce initiatives.