Tableaux visuels des contrats

Abonnement
  • Facturation du contrat
  • Reconnaissance de revenu du contrat
  • Services de plateforme
  • Explorateur visuel interactif
Type d’utilisateur Entreprise
Permissions

Services de plateforme

  • Explorateur visuel interactif : Exécuter, Liste, Afficher

Contrats

  • Permissions pour les données contenues dans le rapport

Vous trouverez les tableaux visuels de contrats suivants dans la Bibliothèque de l’Explorateur visuel interactif.

Si votre société est abonnée à IVE, vous pouvez afficher les tableaux visuels tels quels, les personnaliser ou les utiliser comme point de départ pour créer vos propres tableaux visuels.

Visual board name Reporting area Canvas name Visualization name Description
CN Billing Forecast Analysis Contract billing schedules Renewal Forecast: Billings Booked Billings

Sum of Contract billing schedule entry "Amount" where Contract billing schedules > Schedule status = In progress.
Projected Billings Sum of Contract billing schedule entry "Amount" where Contract billing schedules > Schedule status = Renewal forecast.
Billings by Revenue Stream Sum of Contract billing schedule entry "Amount", by month, broken down by Contract billing schedule > Item > GL group and Contract billing schedules > Schedule status.
CN Contract Management Analysis Contract sub-ledger links Billing and Payments Billings Sum of Contract subledger links "Amount", filtered using Contract subledger links > Balance type = Accounts Receivable, Contract subledger links > Event type = On invoice, and Contract subledger links > Classification = Billed.
Payments Sum of Contract subledger links "Amount", filtered using Contract subledger links > Balance type = Accounts Receivable and Contract subledger links > Classification = Paid.
Billing & Payments: by Month Sum of "Billings" and "Payments", broken down by month
Billings: by Billing Type Sum of "Billings", broken down by month and Contract subledger links > Type.
Recurring Billings: by Billing Model Sum of "Billings" , broken down by Contract line > Billing method.
Top 10 Billings by Customer Sum of "Billings", sorted highest to lowest and filtered by Top 10 customers.
Top 10 Payments: by Customer Sum of "Payments", sorted highest to lowest, and filtered by Top 10 customers.
Billing Method, GL group, Billings Sum of "Billings", broken down by Contract line > Billing method and Contract subledger links > Item > GL group.
Bookings and Revenues Total Bookings Sum of Contract subledger links "Amount", filtered using Contract subledger links > Balance type = Revenue and Contract subledger links > Event type = On create.
Total Earned Revenue Sum of Contract subledger links "Amount", filtered using Contract subledger links > Balance type = Revenue and Contract subledger links > Posting type = Sales Revenue.
Revenue Trend Analysis Sum of "Bookings" and "Earned Revenue", broken down by month.
Top 10 Bookings: by Customer Sum of "Bookings", sorted highest to lowest, and filtered by Top 10 customers.
Earned Revenue: by Classification Sum of "Earned Revenue", broken down by month and Contract subledger links > Classification.
Earned Revenue: by Revenue Stream Sum of "Earned Revenue", broken down by month and Contract subledger links > Item > GL group.
Earned Revenue: by Product Sum of "Earned Revenue", broken down by month and Contract subledger links > Item > GL group and Contract subledger links > Item > Name.
Channel Analysis Earned Revenue Sum of Contract subledger links "Amount", filtered using Contract subledger links > Balance type = Revenue and Contract subledger links > Posting type = Sales Revenue.
Customer Count Count of Distinct Customer IDs where there are subledger link transactions occurring in the filtered months.
Contract Count Count of Distinct Contract IDs where there are subledger link transactions occurring in the filtered months.
Average Revenue per Customer Sum of "Earned Revenue" divided by "Customer Count".
Average Revenue per Contract Sum of "Earned Revenue" divided by "Contract Count".
Earned Revenue: by Product Sum of "Earned Revenue", broken down by month and Contract subledger links > Item > Name.
Earned Revenue: by Channel Sum of "Earned Revenue", broken down by Contract subledger links > Customer > Customer type.
Earned Revenue: by Revenue Stream Sum of "Earned Revenue", broken down by Contract subledger links > Item > GL group.
CN Contract Revenue Analysis Contract revenue schedules Revenues over Time Actual Revenue: by Product

Sum of Contract revenue schedule entry "Amount" where Contract revenue schedule entry > Status = Posted, broken down by month and Contract revenue schedules > Item > Item ID.
Actual Revenue: by Customer type

Sum of Contract revenue schedule entry "Amount" where Contract revenue schedule entry > Status = Posted, broken down by month and Contract revenue schedules > Customer > Customer type ID.
Actual Revenue: by Class Sum of Contract revenue schedule entry "Amount" where Contract revenue schedule entry > Status = Posted, broken down by month and Contract revenue schedules > Class > Name.
All Revenues Sum of Contract revenue schedule entry "Amount" where Contract revenue schedule entry > Status = Posted, broken down by month and Contract revenue schedules > Status.
Current Period Revenues Revenue: by Billing Frequency Sum of Contract revenue schedule entry "Amount" for the current month, broken down by the Contract revenue schedules > Contract line > Flat/fixed amount frequency.
Revenue by Billing Method: by Customer type Sum of Contract revenue schedule entry "Amount" for the current month, broken down by the Contract revenue schedules > Contract line > Flat/fixed amount frequency and Contract revenue schedules > Customer > Customer type ID.
Revenue: by Customer Rep Sum of Contract revenue schedule entry "Amount" for the current month, broken down by the Contract revenue schedules > Customer > Customer rep.
Posted Revenue Sum of Contract revenue schedule entry "Amount" for the current month where Contract revenue schedule entry > Status = Posted.
Unposted Revenue Sum of Contract revenue schedule entry "Amount" for the current month where Contract revenue schedule entry > Status = Open or On hold.
Heatmap Sum of Contract revenue schedule entry "Amount" for the current month, broken down by the Contract revenue schedules > Contract > Bill to (contact).
CN Revenue Forecast Analysis Contract revenue schedules Renewal Forecast: Revenues Booked Revenues

Sum of Contract revenue schedule entry "Amount" where Contract revenue schedules > Schedule status = In progress.
Projected Revenues Sum of Contract revenue schedule entry "Amount" where Contract revenue schedules > Schedule status = Renewal forecast.
Revenues: by Revenue Stream Sum of Contract revenue schedule entry "Amount", by month, broken down by Contract revenue schedules > Item > GL group and Contract revenue schedules > Schedule status.