The Revenue Console is the primary screen for managing all revenue agreements at one time. The console provides detailed and summary revenue and allows the user to perform a variety of actions on all agreements.

Click on Revenue Console Tab, and select the Legal Entity to manage revenue.

The image shows the Revenue Recognition Console for the selected Legal Entity.

The following table gives details of the RevRec Summary fields and their description.

RevRec Summary ItemDescription
Current Period DateEnd date of the current period
Eligible AgreementsNumber of Agreements that do not have actual revenue for the current period.
Revenue SummariesNumber of revenue summaries that are included in the current RevRec Period. The revenue summary count is stored in the Custom Setting, Console Rev Summary Count. For more details, refer to Revenue Agreement Filter Properties topic in Revenue Recognition on Salesforce Administrator Guide.
Ready to Forecast AgreementsNumber of Agreements that do not have forecasted revenue for the current period.
Eligible Agreement ReportReport of all Eligible Agreements in the current RevRec period.
Revenue Summary ReportSummary of all recognized revenue for the current period.
Revenue Schedule ReportReport of all Revenue Schedules in the current RevRec period.

 To access revenue console

Click the Revenue Console tab.
-or-
Click  and select Revenue Console.

To manage revenue

  1. Click the Revenue Console tab.
  2. Select the Legal Entity.

  3. Click the appropriate button to submit revenue run job.
    The appropriate process is submitted and you are navigated to the Revenue Run Result Detail page. The following table displays the actions and their descriptions that can be performed on the agreements in a batch:

    Action ButtonDescription
    Generate ActualGenerate the actual revenue for all the agreements.
    Rollback ActualRollback the actual revenue for all the agreements.
    Generate ForecastGenerate the forecast revenue for all the agreements.
    Rollback Forecast Rollback the forecast revenue for all the agreements.
  4.  Click Return.