Revenue Analytics dashboard
Zuora Revenue is capable of ingesting booking data and performing continuous month close and real-time data validation and reconciliations. With these capabilities, the Revenue Analysis dashboard is introduced to provide real-time insight into revenue to the company's management team. These real-time revenue statistics and insights can help the management team make critical and strategic decisions.
This dashboard contains the following tabs to provide you with a persona-driven experience to view and analyze your revenue in a multifaceted way.
- Overview
- Revenue Insights
- Top Bookings
- Forecast
- History
For more details about each tab, see Getting started with the analytics dashboard.
Availability
The dashboard is available under the following conditions:
- This feature is in Limited Availability. We are actively soliciting feedback from a small set of early adopters.
- To enable this feature for your tenant, you must submit a request at Zuora Global Support. The support team checks your eligibility to be part of this program and lets you know.
- The minimum patch version to have this feature enabled is 37.008.03.00. To upgrade your instance to the latest version, contact Zuora Global Support.
- If you have any further questions or feedback, please contact your Zuora account representative to discuss.
Prerequisites
To access this dashboard, make sure the following requirements are met:
- Zuora unified authentication (also known as Zuora SSO) is enabled for the Zuora Revenue tenant.
- 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.