Revenue Execution

Revenue Execution quick start

From install to your first dashboard. Start in a sandbox. Each step links to the Admin guide for detail, and the setup video walks through the same steps.

1. Install for Admins Only

Open the installation link as a System Administrator and choose Install for Admins Only. You give everyone else access in step 4. Before you start, check the requirements.

2. Give yourself access

In Setup > Users > Permission Sets, assign yourself Revenue Execution Configuration Health (the Admin / Setup page) and Revenue Execution Viewer (the dashboards).

3. Open Admin / Setup

From the App Launcher, open Admin / Setup. It starts on Get started: four steps in the order that works. Next marks the step to do now, Show how opens its steps with a Copy button, and Recheck confirms each one.

  1. Check core fields. The defaults use Amount and Close Date. To report on another field, such as annual recurring revenue, pick it in Configure Fields, Preview, then Save (Map your fields).
  2. Assign Viewers. Assign Revenue Execution Viewer to everyone who uses the dashboards (Grant access).
  3. Give Viewers field access. Get started lists the exact fields Viewers can’t read yet. Grant Read on them in a permission set your company owns, and assign it to the same people.
  4. Fix remaining issues. Anything else Health finds appears here, with the fix on the row.

When all four are done, the page reads You’re ready.

4. Check a dashboard

Open Revenue Overview from the Revenue Execution app, then check one dashboard as a Viewer would see it (Verify). Tell your Viewers that the dashboards are read-only and that the User guide explains every view.

5. Optional: Deal Alerts

Deal Alerts emails owners about past-due deals and missing next steps. It stays off until you turn it on (Deal Alerts).

Need help?

See Troubleshooting, or contact support.