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Using Revenue Metrics

Once set up, revenue metrics let you compare your realized (invoiced) revenue against your expected (forecasted) revenue in daily use – primarily through the Revenue Metrics Chart, and optionally through Salesforce reports and the invoice page.

For the underlying data model and concepts, see Revenue Metrics.

Reading the Revenue Metrics Chart

The Revenue Metrics Chart is a Lightning Web Component that your admin has placed on a Lightning page – for example the home page or an app page. To view your revenue metrics, open the page it was added to. If you do not see it, ask your admin where it has been embedded.

The chart displays a bar chart overlaying forecasted and invoiced revenue for the selected business entity:

  • Solid bars show the invoiced (actually billed) revenue
  • Hatched (diagonally striped) bars show the forecasted (expected) revenue
  • Negative bars show deductions – credits or negative amounts

The Annual KPIs panel shows year-level totals for the visible years.

The chart provides a number of options to control the displayed data:

Control Options Effect
Business Entity dropdown Switches the displayed business entity (the default is set by the admin in App Builder).
View Combined / Revenue / Expense Filters which data class is shown.
Zoom Month / Quarter / Year Changes the x-axis granularity.
Comparison Years 2 / 3 / 4 years How many years are shown side by side per period.
Back / Forward – Scrolls the visible time window.
Today – Resets the window to the current period.
Categories All / individual Filters to one product category (for example Licence, Support).

Display Limits

The chart shows a maximum 5-year window centered on the current year (current year ± 2). Data outside this range cannot be reached by scrolling. If no invoiced (historical) data exists at all – for example, if you have not retroactively fixed past invoices – the window shifts forward and shows up to 4 years of forecasted data instead.

Only periods where all selected comparison years have data appear. For example, with 3 comparison years selected, a month is shown only if all three years have at least one detail for that month; months with data in only some of the years are hidden.

Revenue metrics on an invoice

Revenue Reporting Detail records linked to an invoice can be surfaced without leaving the invoice page. If your admin has added the Revenue Reporting Details related list to the Invoice Lightning record page, you can inspect exactly which RRDs a given invoice produced. This may be useful for troubleshooting mismatches between expected and actual amounts.

Understanding Chart Data

A few characteristics of revenue metrics explain what you see – and do not see – in the chart and reports:

  • Net values only – all amounts exclude tax.
  • One period per business entity per month – any number of details (of any type or class) can belong to the same period.
  • Empty periods are normal – a period can remain without any details (for example after a forecast refresh) and simply shows no bar.
  • Cross-settlement and dunning have no effect – settling an invoice with a credit or running dunning creates no revenue metrics records.
  • Disabling the feature is non-destructive – turning off Revenue Metrics stops new records from being created but keeps existing ones.

  • Forecasted and invoiced metrics coexist – finalizing an invoice does not remove the matching forecast; the chart is designed to show them simultaneously, not to replace one with the other.

    • Forecasted is larger that Invoiced in the same month → revenue is expected but has not (fully) been invoiced yet, or less was invoiced than forecasted
    • Invoiced without a matching Forecasted bar → invoices were issued but no forecast source was set up for those records, or the forecast run has not yet run for the period

Common Scenarios

New deal added to the pipeline
  1. Create the source record (for example an opportunity line item) with all FC_ fields populated.
  2. Leave FC_Processed__c = false (the default).
  3. Wait for the next scheduled Forecast Run, or trigger it manually from Job Configuration.

The chart shows a new forecasted bar for the deal's service period.

Deal updated (amount or dates changed)
  1. Update the FC_ field values on the source record.
  2. Set FC_Processed__c = false on the record (typically via your flow).
  3. Run the Forecast Run.

The old forecasted RRDs for this record are deleted and new ones are created.

Invoice finalized

JustOn Billing & Invoice Management creates Type == Invoiced RRDs and does not delete the matching forecasted RRDs. Both remain, so you can compare what was expected against what was actually billed.

Invoice canceled

The Type == Invoiced RRDs are deleted and the affected period amounts are recalculated. Forecasted RRDs are not affected.

Feature disabled and re-enabled

Disabling the global setting Enable Revenue Metrics stops new records from being created but preserves existing RRP and RRD records. Re-enabling resumes creation for subsequent forecast runs and invoice finalizations; it does not retroactively create records for the disabled period.