Each account record provides a comprehensive overview of the past, present, and future revenues for both the calendar and fiscal years (if applicable). The data is automatically updated based on the gross amounts of the account's media campaigns.

Revenue Information

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

Fields are based on calendar years :

Fields are based on fiscal years :

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.

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 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 will not be updated. But you can run the job mentioned in 7.1.6 Schedule Account Revenue Calculation