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Revenue Recognition for Users
In this section, you can find out how Conga Revenue Recognition works and how to recognize and forecast your organization's revenue trends.
Topic | Description |
---|---|
What's Covered | This section walks the Revenue Operation Manager through the entire revenue recognition process. It covers information, step-by-step instructions, and use cases for the features provided by Revenue Recognition. |
Primary Audience | Revenue Operation Manager, Finance Manager, Chief Finance Officer, Revenue Controller |
IT Environment | Refer to the latest Revenue Recognition on Salesforce Winter 2019 Release Notes for information on System Requirements and Supported Platforms. |
Updates | For a comprehensive list of updates to this section for each release, refer to What's New in Revenue Recognition Documentation topic. |
Other Resources |
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This section describes the following tasks:
- Overseeing and streamlining your revenue recognition processes.
- Viewing and understanding revenue agreements and revenue schedules.
- Recognizing revenue based on different revenue rules.
- Getting accurate and real-time visibility into your revenue forecasts.
- Recognizing revenue based on milestones.
- Recognizing revenue for amended contracts.
Before using Revenue Recognition, you must be familiar with the following:
Basic Salesforce administration
Conga CPQ and Conga Contract Lifecycle Management administration
- Conga and Revenue terms and definitions
Select one of the following topics for more information: