Deferred balance by organization Grouped
Sum deferred balances by organization and customer.
- Revenue Recognition
- Reports and analytics
Reports for the questions your team asks
Read recognized amounts, deferred balances, billing and variance together.
Overview×
Revenue Recognition · Overview
Revenue Recognition dashboard
This quarter
Billing runs in view
6Draft
2Validated
2Approved
1Revenue schedules by schedule status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Pending | 29 | ||
| Active | 17 | 59% | |
| Complete | 11 | 65% | |
| Hold | 6 | 55% |
Recognized to date by schedule status
Sample totals per stage
More reports
Recognized amount by method List
Compare recognized amounts for straight line, Milestone and Usage schedules.
Schedules on hold List
List held schedule amounts, owners and hold reasons.
Billing run totals List
Compare invoice counts and billed totals by period and run status.
Invoice aging List
Show due dates, aging state and balance due for open invoices.
Payment applications List
Summarize payment amounts by customer and invoice.
Budget variance by cost center Grouped
Compare planned and actual amounts under each plan and cost center.
Review exceptions List
Group returned and rejected decisions by subject type and reason code.
Set up Revenue Recognition your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.