Revenue Lifecycle Intelligence

analytics plays a pivotal role in quote to revenue processes and across the entire revenue lifecycle by providing invaluable insights that drive informed decision making and optimization of business operations through analytics, organizations can gain a comprehensive understanding of various aspects of their revenue lifecycle, including sales performance, customer behavior, pricing strategies, and revenue forecasting by analyzing data from quotes, sales orders, invoices, payments, and other revenue related activities, businesses can identify trends, patterns, and key drivers influencing revenue generation and customer satisfaction nue's lifecycle intelligence offers customers a robust set of reporting and data visualization capabilities, these capabilities are delivered through two channels salesforce reporting nue integrates seamlessly with salesforce, empowering customers to leverage its powerful reporting features users can access pre built salesforce reports tailored to visualize data across various stages of the revenue lifecycle moreover, customers have the flexibility to create custom reports and dashboards within salesforce, utilizing nue's object model to map data seamlessly across the entire quote to cash processes this integration enhances visibility and empowers users to derive actionable insights directly within their familiar salesforce environment lifecycle dashboards embedded within the nue platform, lifecycle dashboards offer an alternative avenue for accessing real time insights into revenue lifecycle processes these dashboards are crafted using data aggregated from a centralized data warehouse, ensuring consistency and reliability the suite of dashboards encompasses key facets of the revenue lifecycle, including pipeline, booking, and billing & collections by combining salesforce reporting capabilities with dedicated lifecycle dashboards, nue's lifecycle intelligence empowers customers with a holistic view of their revenue lifecycle whether accessing insights within salesforce or through nue's platform, users gain access to actionable data, facilitating strategic decision making and driving business success salesforce reports nue provides a comprehensive, yet simple to understand object model overview that can be used to build charts and reports across the entire revenue lifecycle easily the majority of nue's object data is mirrored in salesforce, allowing users to create reports directly using salesforce reporting functions additionally, nue offers a selection of pre built reports within salesforce users have the option to utilize these reports as is or customize them further to suit their specific needs users can locate nue reports by following the steps below login to salesforce use the app launcher to navigate to nue on salesforce app click on 'reports' tab click "all folders" and select "nue reports" revenue signature dashboard when users log into the nue app, by default, they will see a revenue signature dashboard that contains the following 7 visualizations of pre built salesforce reports name chart type description today's arr kpi today's arr chart reports the total annual recurring revenue (arr) generated by a subscription based business as of the current date total booking kpi total tcv of all active orders with activated date occuring in the selected time period upcoming upsell kpi the cumulative annual recurring revenue (arr) from upcoming upsells starting within the next 120 days, including actions such as adding quantities, extending subscription terms, introducing new products, and more this is aggregated over active orders only upcoming new business kpi the cumulative annual recurring revenue (arr) from upcoming new subscriptions starting within the next 120 days upcoming renewal kpi the cumulative annual recurring revenue (arr) from upcoming renewals starting within the next 120 days upcoming cancellation kpi the cumulative annual recurring revenue (arr) lost from down sells and cancellations starting within the next 120 days arr momentum docid\ amer6y60jtbtgistlkysv multi axis bar chart provides a visual representation of a company's annual recurring revenue (arr) over time it shows the monthly or quarterly arr numbers on the y axis and the time period on the x axis all 7 reports above can be further sliced by month, quarter and year users can click on "settings" to customize the layout of the dashboards these reports are directly generated from the data of the connected salesforce instance lifecyle dashboards nue also provides a comprehensive suite of dashboards designed to revolutionize the understanding of revenue lifecycles within businesses these dashboards serve as a cornerstone of nue's revenue lifecycle platform, providing real time insights across the entire quote to revenue process for assistance with setting up data flow and accessing dashboards, please contact the nue customer success team analytics data flows nue synchronizes the transaction data to a centralized data warehouse on a timely basis with a default frequency of every 6 hours users can also run a data sync on an on demand basis, and adjust the sync schedule system admininistrators can manage the data flows by following the steps below login to nue app, and click "settings" icon search for "data flow manager", or click 'data flow manager" tile under "nue platform" category to launch the data flow manager users can view the scheduled sync statuses, and click "run now" to run a full data sync, sync now, or schedule sync, as shown in the following screenshot pre built dashboards nue offers three pre built dashboards designed to facilitate the analysis and visualization of data throughout the complete revenue lifecycle booking dashboard the booking dashboard provides you insights into the booking information of a recurring business it serves as a central hub for monitoring critical metrics, with a focus on today's annual recurring revenue (arr) and arr momentum pipeline dashboard docid\ irrpvv5lpuzoce6iqbjsm the pipeline dashboard provides a comprehensive analysis of the pipeline to cash process, offering valuable insights into the progression of opportunities and the efficiency of the sales process billing and collections dashboard docid\ g851gfol3sbq7hhonbj2k the biling and collections dashboard provides a comprehensive overview of financial transactions and invoice management within the organization it includes key charts such as total invoiced amounts, total received payments, and invoice aging analysis users can use these charts to effectively monitor billing performance, track cash flow, and optimize collections strategies to ensure financial health and stability each pre built dashboard offers the login user the following capabilities to explore the data page level filtering using revenue signature components users can apply filters at the page level to customize the data displayed based on revenue signature components, including team, time frame, accounts, products, product categories, etc export to pdf users can export the entire dashboard content to pdf format by clicking on "export" button on top of the dashboard for easy distribution and presentation purposes open doc users can click "open doc" button on top of the dashboard to open the documentation in a separate browser export to csv, excel, json, pdf each chart of the dashboard allows users to export data to csv, excel, json, or pdf format for further analysis or sharing with stakeholders drill down users can right click on any data point in a bar or pie chart to drill down into specific data points or categories to gain deeper insights and analyze underlying trends or patterns customize dashboards admin users can also customize the dashboards in the following ways customize the system dashboards create a new custom dashboard reset to system default configurations permission required the following permission is required to custom dashboards analytics manage dashboards customize system dashboard admin users can rename the system dashboard, or even create a new dashboard that replaces the system dashboard please contact your account executive if you wish you create custom dashboards you can follow the steps below to customize any of the pre built system dashboards login to nue app https //app nue io navigate to settings search for "analytics" in the dashboard section, click on 'edit' icon to edit the properties of the selected system dashboad when the dashboard name is changed, the dashboard menu item will be renamed accordingly please enter a valid embed id of the dashboard otherwise, the dashboard will fail to load create custom dashboard admin users can create new dashboard, and see the dashboard appear in the dashboard menu you can follow the steps below to customize any of the pre built system dashboards login to nue app https //app nue io navigate to settings search for "analytics" in the dashboard section, click on new dashboard button and enter the name of the embed id of the custom dashboard please enter a unique name, and a valid embed id otherwise, the dashboard will fail to load when the user clicks 'save and close', a new dashboard menu item will be inserted in the dashboard menu, under the system dashboards, as shown below revert to system defaults users have the option to select the 'revert to system defaults' button to eliminate all customizations made to the dashboards this action includes restore the name and embed url of the system dashboards to their pre built configurations remove all the custom dashboards enabling lifecycle dashboards in nue on salesforce salesforce admins can enable lifecycle dashboards as individual tabs in nue on salesforce after they are configured in the nue app please note that enabling a particular lifecycle dashboard for a user grants them access to all data visualized in that dashboard ensure you enable access to these dashboards according to your security and permissioning requirements permission set for nue revenue lifecycle dashboards in the nue on salesforce managed package, there is a permission set named "nue revenue lifecycle intelligence permission set" this permission set grants access to view the nue revenue lifecycle dashboard tabs specifically, it sets the tab access for the following three objects to both available and visible pipeline dashboard booking dashboard billing and collections dashboard assigning the permission set to users to enable all three lifecycle dashboards for a specific user, assign this permission set by following these steps login to salesforce navigate to setup → users open a specific user click on the user's name and then click 'permission set assignment' edit assignments click 'edit assignments' and add 'nue revenue lifecycle intelligence permission set' to the enabled permission sets column the user with this permission set should now be able to see and launch the three new dashboards in the nue on salesforce app assigning a subset of dashboards if you need to assign a subset of the lifecycle dashboards to specific users, you can clone the permission set and edit the tab settings by following these steps navigate to permission sets in setup, type "permission sets" in the quick find box and select it clone the permission set locate 'nue revenue lifecycle intelligence permission set', click on it, and then click 'clone' name the cloned set and save it edit the cloned permission set open the cloned permission set go to the "object settings" section find and edit the "pipeline dashboard", "booking dashboard", and "billing and collections dashboard" settings as needed assign the cloned permission set follow the same steps as above to assign the cloned permission set to users this process allows you to customize which lifecycle dashboards are available and visible to specific users based on your security and permissioning requirements putting it altogether nue analytics empowers organizations with comprehensive insights across the revenue lifecycle leveraging salesforce reports and pre built dashboards, users can analyze critical metrics like annual recurring revenue (arr), bookings, upsells, and more with the revenue signature dashboard, users gain immediate access to key reports upon login additionally, nue offers powerful data warehouse and customization options for dashboards, enabling tailored reporting solutions the platform synchronizes transaction data to a central warehouse, facilitating real time analytics through analytics driven decision making, organizations optimize sales performance, pricing strategies, and revenue growth