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Zuora Business Automation Dashboard

Zuora

Zuora Business Automation Dashboard

The Zuora Business Automation Dashboard is the homepage for all sandbox tenants. This dashboard streamlines and automates user flows and tasks for various user roles. From this dashboard, you can access Zuora Copilot AI for Batch Price Update, Cancel Subscription and Refund, and Cancel Subscription and Write Off tasks.

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

The following dashboard tasks are displayed only if the user has a Billing or Revenue role. If a user’s role does not have access to any of the following tasks, the tasks and dashboard will not be displayed. Instead, the original and default homepage is displayed.

  • You can start the billing operation and customer service tasks directly on the dashboard as follows:
    • Order Entry: You can upload a PDF order form, and the system automatically extracts data from the form and creates a draft order for your review. Click this Order Entry task, and then click Order Entry to initiate the task. After the conversion is successful, you can download the history log and provide your feedback. For more information, see AI Order Entry.
    • Batch Price Update: You can update a charge's price for multiple active subscriptions in one or more customer account batches by defining a subscription cohort and specifying a new price and an effective date. Click Start Task to initiate the task or chat with Zuora Copilot. To chat with Zuora Copilot, click the Zuora Copilot.png  tab in the bottom right corner. For more information, see Batch price update.
    • Cancel Subscription and Refund: You can cancel a subscription and refund the customer's payments automatically. Search for a subscription and click Start Task to initiate the task, or chat with Zuora Copilot. For more information, see Cancel subscriptions and refund end customers automatically.
    • Cancel Subscription and Write Off: You can cancel a subscription and write off all the unpaid invoices automatically. Search for a subscription and click Start Task to initiate the task, or chat with Zuora Copilot. The user must have the Invoice Settlement feature enabled to access this task. For more information, see Cancel subscriptions and write off all unpaid invoices.
  • You can click the following revenue operation tasks to be redirected to the corresponding configuration pages:
    • Approve Journals & RCs: You can approve or reject manual journals and revenue contracts. 
    • 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: You can review and release revenue on hold or accounting transfers on hold.
    • Create Journal Entries: You can create, upload, approve, or reject journals.
    • Review Revenue Contracts: You can search for specific revenue contracts and view the details of one specific revenue contract.
    • Run Report: You can manually run reports based on predefined or customized report layouts.