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Each account record offers an extensive provides a comprehensive overview of the past, present, and future revenues per for both the calendar and fiscal years (if applicable). The information data is automatically updated , depending based on the gross amounts of the account's media campaigns' gross amounts.  Watch our video here Account Revenues.

Revenue Information

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The Revenue Information is displayed under the account detail. It consists of the following fields:

Fields are based on calendar years :

  • Total Revenue Next Year

  • Total Net Revenue Next Year

  • Total Revenue This Year

  • Total Net Revenue This Year

  • Total Revenue Last Year

  • Total Net Revenue Last Year

  • Total Revenue Year Before Last

  • Total Net Revenue Year Before Last

Fields are based on fiscal years :

  • Total Revenue Next Fiscal Year

  • Total Net Revenue Next Fiscal Year

  • Total Revenue This Fiscal Year

  • Total Net Revenue This Fiscal Year

  • Total Revenue Last Fiscal Year

  • Total Net Revenue Last Fiscal Year

All values display calendar and Fiscal year amounts. If you change one of the account's media campaigns' statuses to "booked", the campaign's gross amount will be added to the corresponding calendar or Fiscal year. The value will be updated automatically as soon as you re-open the account.

Info

Important:

  • If early in the year you receive old data in those revenue fields please inform your administrator to reschedule the calculation

  • If new fields with Fiscal Year options have been added

  • revenues Revenues are calculated based on salesforce setup (use fiscal year fields if you work with fiscal years)

  • The non-fiscal years of last year and the year before last (non fiscal) will not get be updated but . But you can run the job mentioned in 7.1.6 Schedule Account Revenue Calculation

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