Salesforce Billing Reports & Dashboards
By Salesforce LabsDashboards & Reports
- Rating
- 2.3
- Reviews
- 4
- Pricing
- Free
- Listed since
- 2019
About Salesforce Billing Reports & Dashboards
Data-driven insight into your billing and settlement operations
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.
Highlights
- Billing operations reports for unbilled orders, billing transactions, and usage including exceptions, incomplete or unposted transactions as well as cancelled ones.
- Receivables settlement reports for payments, refunds, credit and debt notes, including reports to identify and analyze in-flight payments errors and processing failures.
- Tax, revenue, and finance reports to assist reconciliation and external reporting by dimensions including product, legal entity, customer account, general ledger account, finance period.
Screenshots
Image 1 of 6
Pricing
Free.
Compatibility
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on November 14, 2019
- Languages
- English
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