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Close Process Dashboard

Zuora

Close Process Dashboard

Use the Close Process Dashboard to get a high-level understanding of financial data for the current open period and to identify the data problems and take appropriate actions early.

Prerequisite

To access the Close Process Dashboard, make sure the following requirements are met in Zuora Revenue:

  • The Enable_Close_Process_Dashboard profile is enabled. Navigate to Setups > Application > Profiles to examine or edit the value of this profile.
  • The current user role has appropriate access to this dashboard. The role privileges are usually configured by the system administrator on the Setups/Security/Roles page.

Overview

The following graphic shows an example of the Close Process Dashboard followed by the introduction of each section it contains.

close-dashboard.png

Data Validation

Use the Data Validation tab to see whether there are upstream data issues for the current period. Whenever there is an error or warning reported on this tab, use the Actions column to find the appropriate actions you can take to fix the data issues.

  • The number of line stage exceptions that are identified for the current open period based on the RC Line Created Date field
  • The number of unprocessed events that are effective during the current open period based on the Event Effective Date field
  • The number of orphan transaction lines 

Bookings Data

The Bookings Data section provides the following information. You can also open the Bookings Report by clicking the vertical three dots on the right side of this section.

  • Total Sales Order Lines: The number of sales order lines in the current period.
  • Total External Sell Price: The sum of the Ext. Sell Price values across all sales order lines in the current period.
  • Total Ordered Quantity: The sum of the Ord Qty values across all sales order lines in the current period.
  • Transactional Currency: The transactional currency that is used for the booking data.

Billing Data

The Billing Data section provides the following information. You can also open the Billings Report by clicking the vertical three dots on the right side of this section.

  • Invoice Lines: The number of all invoice lines in the current period.
  • Total Invoice Amount: The sum of the Invoice Amount values across all invoice lines.
  • Total Billed Quantity: The sum of the Ord Qty values across all invoice lines.
  • Transactional Currency: The transactional currency that is used for the billing data.