REVvue - Revenue Forecasting, Recognition ASC 606 / IFRS-15 & SaaS Metrics
► Lightning Fast: Configure Quotes & Orders, Billing & Collections, Renewals & ► Powerful, easy-to-use Salesforce app provides a complete view of company revenue. ► Override rules at product line item and opportunity levels. ► Flexible date-based rule configuration. ► Supports standard/custom opportunity and product date fields. ► Revenue SaaS Metrics (ARR, MRR, NRR, GRR), Forecasting, Management, Recognition. + True Revenue Forecasting & Recognition at company, opportunity, and item levels. ► Rules-based support: Assign Revenue Rules to Products. Including: + Single Transaction + Amortized + Milestones + Consumption (Actual Vs Forecasted) + Blended revenue (bundles) ► Other features and solution value: + Global settings across products and opportunities (e.g., month-end rules). + Yearly/Monthly Revenue Rollup on each Opportunity. + Yearly/Monthly Revenue Rollup on each Account across related opportunities. + Consolidated, customizable reports and dashboards (by company, item, year, more).
Top keywords
- revenue7×5.79%
- opportunity4×3.31%
- company3×2.48%
- item3×2.48%
- rules3×2.48%
- forecasting2×1.65%
- levels2×1.65%
- monthly2×1.65%
- monthly revenue2×1.65%
- monthly revenue rollup2×1.65%
- opportunities2×1.65%
- product2×1.65%
QuickBooks Salesforce Integration, Billing & Payments | Tally
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
