Five Revenue Scheduling and Forecasting Features You Can't do Without

 1. Auto-Generate Revenue Schedules

RevenueCloud generates monthly Quantity and Revenue Schedules for Opportunity Products between Start Date and End Date. Unlike standard Salesforce product schedules, these RevenueCloud Line Item Schedules (RCLIS) are generated for you when you simply create the Opportunity Product and enter the dates. And these schedules do not tie up your Opportunity Product Quantity, Sales Price and Total Price fields as standard salesforce product schedules do. You can continue to make changes to all of the fields on your Opportunity Products and the schedules will continue to be regenerated to represent a monthly forecast. 

Digital Advertisers particularly like the Monthly Prorated schedule format, which elegantly generates schedules that are prorated by month according to the days in each month, such as 1/15/22 - 3/15/22, which would place 16 days of the total product value in January, 29 days of the value in February and 15 days worth in March.

Fore more information, see "Subscription Schedules" in the RevenueCloud Admin Guide.

RevenueCloud Auto-Generated Schedules

2. Enter Quantity to Auto-Calculate Revenue

Many Salesforce Customers told us they want to be able to just enter Quantity and have Revenue amounts automatically calculated. It just makes sense, right? But Salesforce standard product schedules absolutely do not support this, which leads to Sales Reps refusing to enter schedules, which means you don't have decent forecast data. 

But with RevenueCloud, you can just enter your quantity in your schedule entries (screenshot below). The Revenue will be automatically populated and the Opportunity Product Sales Price will remain unchanged regardless of your Quantity entries. The result will be full-fledged, fully reportable Quantity and Revenue Schedules in a fraction of the time and effort required to do the same using standard Salesforce product schedules. 

For more information, see "Revenue Auto-Calc" in the RevenueCloud Admin Guide.

Enter Quantity to Auto-Calculate Revenue

3. Track Actual Quantity and Revenue 

We've seen lots of Salesforce Customers struggle with true-ups and updates of their Quantity and Revenue forecasts where they overwrite the forecast to true it up to actuals throughout the year. This is not only tedious, but also results in losing the ability to measure the accuracy of the forecast by overwriting it to true up with actuals! Remember, as the old business saying goes: "what is measured is improved", if you don't overwrite your forecast to add actuals, you can review and measure the accuracy of your forecasts. 

With RevenueCloud, you can enter Actual Quantity and Actual Revenue as you go, without changing the original scheduled Quantity and Revenue. Additionally, you can add custom fields for statuses or other criteria which can further enhance your forecast reports!

For more information, see "RevenueCloud Custom Schedules" in the RevenueCloud Admin Guide.

Track Actual Quantity and Revenue

4. Split Schedules Between Reps

Unlike Salesforce standard product schedules, which do not get split when you use Salesforce Opportunity Splits, RevenueCloud Line Item Schedules (RCLIS) are automatically split to create detailed, granular forecast data that is incredibly customizable and always rolls up to agree with the (un-split) sums of your standard Salesforce data. You don't have to do anything to make this happen, just be a RevenueCloud licensed User and edit your Opportunities, Products and Schedules.

For more information, see RevenueCloud Schedules in the RevenueCloud Admin Guide.

RevenueCloud Splits

Split Schedules by Rep

5. My Revenue Dynamic Forecast Reports

RevenueCloud includes a powerful dynamic reporting feature called "My Revenue". These RevenueCloud reports are special Salesforce reports that are fully configurable to include ALL of your custom fields and any other objects related to Opportunities that you want to include. 

My Revenue reports enable Reps to dynamically see their splits of all Opportunities, Products and Schedules without the troublesome effects of Salesforce Role Hierarchy (related to Opportunity ownership) that you may have experienced when trying to do this in standard Salesforce reports.

My Revenue reports can be viewed as "My Revenue", "My Team's Revenue" or "All Revenue".

Fore more information, see "My Revenue" in the RevenueCloud Admin Guide.

Please feel free to Contact Surfwriter today if you have questions about how RevenueCloud Scheduling and Forecasting can save you time and enhance your visibility in Salesforce or if you would like to see a demo of RevenueCloud in action. 

RevenueCloud for Salesforce Lightning Demo

This video shows you how RevenueCloud for Salesforce enables you to efficiently manage revenue Splits and Revenue Schedules for Forecasting, Sales Commissions, Revenue Recognition, ASC 606 Compliance and more!

RevenueCloud for Salesforce is a powerful, flexible Revenue Management App for Salesforce. RevenueCloud enables configurable Opportunity Splitting, Product Splitting, Automated and Custom Revenue Scheduling.

  • Integrates with all of your custom fields in Salesforce
  • Support for Multi-Currency and Dated Exchange Rates
  • Click-to-configure - Extends with your Custom Rules and Formulas
  • Integrates Seamlessly with CPQ
  • Scalable and Secure
  • Salesforce Certified 100% Native, Lightning and Mobile Ready

Introducing RevenueCloud Insertion Order Management (IOM)

Digital Media Organizations often struggle with establishing and maintaining pipeline visibility within Salesforce due to the "transactional" manner in which Opportunities are often opened and immediately closed in order to generate Insertion Orders.

Many customers may be routinely releasing budget, yet the one-to-one relationship of Opportunity to IO at many Digital Media Organizations seems to prevent accurate forecasting of ad flight pipeline data in Salesforce.

RevenueCloud™ Insertion Order Management (IOM)

RevenueCloud IOM enables change management at the IO level. 

Insertion Orders can now be managed as a series of IO Versions (IOV). 

Manage Budget Segments for each IO Version

When a customer signs of on an IOV and releases funds for a month of Ad Flights under the current IO, Budget Segments can be released against the IOV to indicate within Salesforce the precise budget that has been approved for Ad Flights.

Pipeline vs In-Contract

RevenueCloud Automatically posts the In-Contract Quantity and Revenue to monthly entries in the RevenueCloud Fulfillments Module which enables the Pipeline to be reported in conjunction with the In-Contract amounts without having to close the Opportunity. And all Fulfillment records have children called "Fulfillment Splits", so any splits you've established in RevenueCloud are automatically supported!


Contact Surfwiter for a live demo of RevenueCloud IOM so we can show you how we're improving process and pipeline visibility for Digital Media Organizations! 

Managing Monthly Ad Flight Forecast and Actuals with RevenueCloud

Digital Media Organizations face a number of significant challenges in efficiently maintaining accurate forecast and actual Ad Flight Data in Salesforce.

RevenueCloud™ for Digital Media

RevenueCloud contains a set of features that enable accurate and efficient Ad Flight Forecast and Actual Revenue Management in Salesforce.

Reporting on Forecast and Actual Ad Flight Data in RevenueCloud

The example RevenueCloud forecast vs. actuals report (below) demonstrates forecast vs. actual ad flight data summarized by rep, product and month for one Opportunity.

RevenueCloud Forecast vs. Actuals Report

Three key RevenueCloud Features that support Ad Flight Revenue Management in Salesforce

  1. Opportunity and Product Splits
  2. Automated Monthly Revenue Scheduling (evenly divided or prorated by number of days in month)
  3. Automated Roll-ups of Monthly Scheduled Revenue by Product with Actuals Inputs

RevenueCloud Opportunity Splits

Unlike Salesforce Opportunity Splits, RevenueCloud has a Line Item Schedule Object that is actually split into separate records for each Rep (salesforce user) who is referenced on an Opportunity or Product-level splits. The RevenueCloud Line Item Schedule Object is fully customizable (unlike the Salesforce schedule object), so it offers almost infinite possibilities for click-to-configure customization.

RevenueCloud Opportunity Splits automatically assign a default 100% split for the Opportunity owner and always apply to any products and schedules included in the Opportunity. All split data is updated every time the Opportunity is edited.

RevenueCloud Opportunity Splits
RevenueCloud Opportunity Splits

RevenueCloud Product Splits 

RevenueCloud Product Splits enable you to change the split percentages between Reps (Salesforce Users) on particular Opportunity Products.

RevenueCloud Product Splits
RevenueCloud Product-Level Splits

Automated Monthly Revenue Scheduling

The RevenueCloud Subscriptions Feature enables automatically generating RevenueCloud Line Item Schedules either evenly divided by month (like the standard Salesforce model) or prorated according to the number of days of each month between Start Date and End Date.

Since the RevenueCloud Subscriptions Feature generates only RevenueCloud Line Item Schedules on every Opportunity Product Save and not Salesforce Standard Schedules, The standard Quantity and Sales Price fields on Opportunity Product will not be read-only as would be the case with Salesforce Standard Schedules.

The Quantity, Sales Price, Date and End Date may all be edited simultaneously and RevenueCloud will re-write the prorated or evenly divided schedules on every Save!

Opportunity Product with Start Date and End Date for Automated Monthly Schedules
Opportunity Product with Start Date and End Date for Automated Monthly Schedules

The screen shot below shows the RevenueCloud Line Item Schedules that were automatically generated by the RevenueCloud Subscriptions Feature when the Opportunity Product (screenshot above) was saved.

Remember that the Start Date was 1/15/16 and the End Date was 3/15/16. So the schedules have been split between the two Reps and also prorated to reflect the number of days covered in each month by the date range multiplied times the daily value as follows:

  • January: 1/15/16 - 1/31/16 = 16 days
  • February: 2/1/16-2/29/16 = 29 days
  • March: 3/1/16 - 3/15/16 = 15 days

Schedule settings such as which products to schedule, whether to prorate or evenly divide etc., are managed in your org.

RevenueCloud Product with Split and Prorated Schedule Entries
RevenueCloud Line Item Schedules split and prorated by days in month 

Automated Roll-ups of Scheduled Revenue by Product with Actuals Inputs

The RevenueCloud Fulfillments Module enables generation of monthly roll-ups of Scheduled Revenue by Opportunity Product with inputs for Actuals.
Note the related list of Fulfillment records in the screenshot below. There is one entry for the Ad Server Integration Product representing revenue forecasted for one month and 3 entries for the three month prorated subscription.

RevenueCloud Fulfillments Entries by Product & Month
Forecast and Actuals by Product & Month (RevenueCloud Fulfillment)

Each Fulfillment Record (screen shot below) contains:

  • The amount of scheduled revenue for the Opportunity Product and month. 
  • Override Amount field for entry of Actual Amount 
  • Actual Override checkbox field for applying Override Amount to Actual Amount  
  • Lookup to Revenue Product which contains all Opportunity Product and Product2 fields & information. 
  • Fulfillment splits for Reps reflecting their percentage of all included currency and numeric values according to the associated Opportunity or Product-Level Splits.

RevenueCloud Fulfillment Entry with Fulfillment Splits
RevenueCloud Fulfillment Entry with Fulfillment Splits

The screen shot below shows the same Fulfillment entry with an Actual Amount entered and the checkbox checked. Note that before the Actual amount was entered in the Actual Override field (above), the Actual Amount for reporting purposes was the forecasted amount and after entering the Actual Amount and checking the box, the Actual amount has been adjusted to what was entered.

This data model supports "Blended" reporting on forecast and actuals while also always maintaining discrete records of precisely what was forecasted, what was Actual and which records have been updated with Actuals (via the checkbox).

Fulfillment Entry with Actual Amount Entered
Fulfillment Entry with Actual Amount Entered

Contact us today for more information or a demo on how RevenueCloud can help you achieve the Revenue Management and Reporting you want in Salesforce!

RevenueCloud Video Demo

RevenueCloud for Salesforce is the Gold Standard Revenue Splitting and Commissioning Platform for Salesforce.

This video uses real-life business scenarios to demonstrate basic through advanced functions of RevenueCloud including Opportunity Revenue Splits, Manager Overlays, Product Splits, Commissions Calculations and Customizing RevenueCloud to use your own custom fields in Salesforce.

This video shows you how RevenueCloud presents user-friendly, intuitive interfaces to end users which require little or no training while simultaneously providing Sales Operations with a highly flexible and configurable platform to generate and maintain granular sales data by User, Date, Opportunity, Product, Account and more.

RevenueCloud has been specifically engineered, optimized and continuously evolved since 2010 to integrate seamlessly with Salesforce Analytics and to maintain a detailed and highly configurable data set for Reporting, Sales Performance Management and API Integration with Back Office and Incentive Compensation Systems.

Opportunity Product Splitting in Salesforce

Do you want separate Revenue Splits between Sales Reps on Salesforce Opportunity Products?

RevenueCloud™ is the first Native App to enable Opportunity Product Splits in Salesforce!

You can see a demo of RevenueCloud Product Splitting at 11:25 of this RevenueCloud Demo Can Salesforce do this without RevenueCloud™? No.

How is Product Splitting different from RevenueCloud™ Opportunity Splits?
RevenueCloud™ for Salesforce has always split Opportunity Products and Schedules between multiple Sales Reps but previously the splits were all required to be at the Opportunity level and were inherited by all Opportunity Products. Salesforce Opportunity Products can now be easily shared between different Sales Reps using different split percentages within the same Opportunity.

Will this add extra clicks for Sales Reps?
Opportunity Product Splits are totally optional so there are absolutely no new clicks added by this feature unless a user wants to create a Product Split. Just like RevenueCloud™ Opportunity Splits, Product splits will automatically be applied across any Quantity and / or Revenue Schedules created under the Opportunity Product.

How do you install RevenueCloud?
Click "Get it Now" to install RevenueCloud™ from the Salesforce App Exchange.

How do you set up Product Splitting?
As you've come to expect from RevenueCloud™, the Product Splits Interface takes seconds to set up, is intuitive, easy to use and the data will feed right into your existing RevenueCloud™ Reports and Dashboards with no additional changes.

How RevenueCloud™ Product Splitting works
  • A field on RevenueSplit: "Has Product Splits" in the RevenueCloud™ Opportunity Splits Interface indicates whether Product Splits have been created on any Opportunity Products in the current Opportunity. 
  • If no Opportunity Product Splits have been created, then all Opportunity Products and any related Revenue Schedules will continue to be split according to the Opportunity Splits.
  • If Opportunity Product Splits have been created, then they will control the assignment of Revenue to Reps on those specific Opportunity Products and any related Schedules. All other Opportunity Products will continue to inherit their Split Percentages from the Opportunity Splits. 
  • A new field: "Split Revenue" displays total value of the current split (taking into account product splits). 
RevenueCloud™ Interface on Opportunity with new "Has Product Splits" field

RevenueCloud™ Product Splits Interface

  • A familiar, user-friendly, RevenueCloud™ interface is now enabled on Opportunity Product.
  • It only takes a few seconds to add the Product Splits Interface. Simply create a new section on the Opportunity Product page layout, drag the Product Splits VisualForce interface onto the page and set the page properties as shown below.
Salesforce Opportunity Product Splits Interface
Add the Product Splits interface to Opportunity Product Page Layout
  • When there are no Product Splits enabled, the interface will display the existing Opportunity Splits and the field: "Split Type" will display "Opportunity".
RevenueCloud™ Product Splits Interface on Salesforce Opportunity Product
RevenueCloud™ Product Splits Interface on Opportunity Product

  • To create Opportunity Product Splits, simply click "Create Product Splits", enter split percentages and click Save. 
Create Product Splits Salesforce Opportunity Product - RevenueCloud™
Create Product Splits Salesforce Opportunity Product - RevenueCloud™
  • The Product Splits Interface now displays "Split Type" "Product" and in this example the total amount, 100% of the Opportunity product value has been assigned to one Rep and the other Rep has been assigned 0%
Product Splits on Salesforce Opportunity Product - RevenueCloud™
Product Splits on Salesforce Opportunity Product - RevenueCloud™
  • Now the RevenueCloud™ Opportunity Splits Interface field "Has Product Splits" shows that there are Opportunity Product Splits and the "Split Revenue" field displays the new value of Rep's share of the Opportunity with Product Splits taken into account.
Product Splits on Salesforce Opportunity - RevenueCloud™
Product Splits on Salesforce Opportunity - RevenueCloud™
What if we want to add another Rep to be used only in Product Splits?
  • We can add her at the Opportunity Splits level with 0% Split Percentage as shown below and she will now be available for Product Splits on any Opportunity Product.
Zero Percent Rep added to Salesforce Opportunity - RevenueCloud™
New Rep added to Salesforce Opportunity with Zero Percent Split - RevenueCloud™
  •  Returning to our Opportunity Product: "Banner", we can adjust percentages to provide a share of this Opportunity Product to our new Rep, Elaine (who we added to Opportunity Splits above with zero percent) and click Save.
  • Now, our new Rep Elaine has been assigned a 50% share of only this Opportunity Product "Banner" on this Opportunity.
New Rep added to Salesforce Opportunity Product Split - RevenueCloud™
New Rep added to Salesforce Opportunity Product Split - RevenueCloud™
  • Returning to the RevenueCloud™ Interface on our Opportunity, we can see that though Elaine has a zero percent split of the total Opportunity, her $4,500.00 share of the "Banner" Opportunity Product is displayed. 
Value of Opportunity Product Split for Elaine displayed in RevenueCloud™ Opportunity Splits Interface
Value of Opportunity Product Split for Elaine displayed in RevenueCloud™ Opportunity Splits Interface
  • Here's a RevenueCloud™ Matrix report displaying our split Opportunity and Product Scheduled Revenue by Sales Rep and Product.
Revenue by Rep and Product Matrix Report - RevenueCloud™
Revenue by Rep and Product Matrix Report - RevenueCloud™
Download RevenueCloud and evaluate free for 30 days from the AppExchange.

Contact Surfwriter today for more information or a demo of RevenueCloud.

Automate your Salesforce Revenue Schedules with RevenueCloud AutoSchedule

Does your Digital Media Sales Team need automatic Product Scheduling between Ad flight dates in Salesforce?  

RevenueCloud AutoSchedule™ is an extension to RevenueCloud that enables automatic creation and updating of Daily, Weekly and Monthly Quantity and Revenue Schedules. 

Implementation and configuration of this extension to the popular RevenueCloud™ App is quick and easy, yet the RevenueCloud AutoSchedule™ module is surprisingly powerful and will add essential visibility to your Pipeline and Revenue Reporting in Salesforce with no additional clicks or input from your Sales Team. This means that there will be no training required for your Sales Reps and adoption of this feature will only require minimal behind the scenes configuration by your Salesforce Administrator.

Any Ad Server integration that inserts Opportunity Products in Salesforce can be extended to create Quantity and Revenue Schedules with RevenueCloud AutoSchedule™.

DoubleClick DSM integrates easily with RevenueCloud AutoSchedule™ using the DoubleClick Salesforce App – A couple of simple workflow field updates and custom settings are all that’s required to utilize DoubleClick line item start and end dates to generate and update schedules with RevenueCloud AutoSchedule™.

RevenueCloud AutoSchedule Integrated with DoubleClick DART Sales Manager (DSM)

DoubleClick DSM Product with Daily Revenue Schedule Generated by RevenueCloud AutoSchedule™ according to Ad Flight Dates in Opportunity Product

Contact Surfwriter today for more information or a demo of RevenueCloud.

Opportunity Splitting in Salesforce - RevenueCloud

RevenueCloud™ is the first native Salesforce App that performs Opportunity, Product and Schedule Splitting between multiple Reps and Calculates Commissions for all types of Salesforce Opportunities including Products and Schedules.

RevenueCloud™ for Salesforce is:
  • Amazingly user-friendly
  • Chatter enabled
  • Quick and easy to use
  • Ready-to-use, customizable reports and dashboards
With RevenueCloud™, you will continuously have real-time Split Opportunity Revenue, Commissions, Expected Revenue, Expected Commissions by Rep, Division, Account and Opportunity and more for daily, weekly, monthly, quarterly, yearly or custom time frames stored securely in your own Salesforce org and all data may be easily Exported to Excel.

The RevenueCloud™ free trial is fully functional and there is no obligation to purchase.
RevenueCloud will save you time, improve efficiency and visibility by getting rid of your time-consuming Revenue Splitting and Commissioning Spreadsheets and getting the data into Salesforce where you need it!

Download your free evaluation of RevenueCloud from the AppExchange Here.