Zuora Business Automation Dashboard
Overview
The Zuora Business Automation Dashboard is a homepage that streamlines and automates user flows and tasks for various user roles. You can interact with Zuora Copilot or click tasks on the dashboard to perform corresponding tasks.
To provide your feedback or request to add a new task to this dashboard, click the Feedback AND New Request in the upper right.
Availability
Enabling this dashboard in sandbox and production environments is different as follows:
- Sandbox environments: This dashboard is enabled, and all users have opted in by default.
- Production environments: Users whose billing role with the Admin permission can enable this dashboard from Billing > Manage Features > Business Automation Dashboard. After the admin enables the feature, a request will be sent to us for approval. When the request is approved, the tenant users can see the Opt-In To The Business Automation Dashboard button available at the top right of the homepage, and they can click the button to opt in.
To opt out of this dashboard and revert to the default homepage, click Opt-Out To The Previous Homepage in the upper right. You can opt-in again to return to this dashboard.
Tasks are available only if you have a Billing or Revenue user role and your user role has access to the tasks. If you don’t have access to any task, the default homepage is displayed.
Zuora Copilot assisted tasks
You can click the 
tab in the bottom right corner to interact conversationally with the Zuora Copilot.
You can click one of the following tasks, or click the microphone icon 
and speak out the task to start the task.
- I want to cancel subscription and refund.
- I want to cancel subscription and write off.
- I want to do batch price update.
- I want to understand how a bill is calculated. During your conversation with the Zuora Copilot, you can mention specific charge items of an invoice and learn how they are calculated, such as the proration or usage details.
You can get valid information about an invoice from the Zuora Copilot only if the invoice contains a maximum of 10 invoice items. If you consult an invoice with more than 10 invoice items, you will receive an error message.
Dashboard tasks
Dashboard tasks are classified by personas:
- In the Order Entry/Product section, click one of the following tasks and then the button with the same name to start the task:
- Batch Price Update: see Batch price update.
- Order Entry: see AI Order Entry.
- In the Billing Ops/AR section, click one of the following tasks to start the task:
- Suspend Subscriptions By Overdue Invoices: see Configure automatic tasks of suspending subscriptions.
- Resume the Suspended Subscriptions of Paid Invoices: see Resume suspended subscriptions of paid invoices.
The suspend and resume subscriptions tasks are only available in sandbox environments.
- In the Customer Service section, click one of the following tasks, search a subscription in the search box, and then click the button with the same name as the task name to start the task:
- Cancel Subscription and Refund: see Cancel subscriptions and refund end customers automatically.
- Cancel Subscription and Write Off: see Cancel subscriptions and write off all unpaid invoices.
- In the Revenue Ops section, click one of the following tasks to start the task:
- Approve Journals & RCs: see Manual journal entries.
- Import Revenue Events: You can create event templates or upload event data to Zuora Revenue based on the event upload template that you created.
- Release Holds: see Revenue holds and transfer holds.
- Create Journal Entries: see Manual journal entries.
- Review Revenue Contracts: see Overview of Revenue Contract Detail page.
- Run Report: see Schedule jobs.