Revenue Management

Compliance

  • Challenges
  • Compliance with new
  • Standards
  • Future-Proofing
  • Solutions
  • Supports ASC 606
  • requirements
  • Semi-Annual Upgrades

Flexible Scheduling

  • Challenges
  • Excel Schedules
  • Manual Management
  • Solutions
  • Auto Revenue Plans Flexible
  • Timing

Revenue Journal Entries

  • Challenges
  • Manual Entry
  • Summary Line Detail
  • Solutions
  • Automatic Posting
  • Drill down visibility

The 5 Step Model for Revenue Recognition

Identify the Contract with the Customer > Identity Performance
Obligations in Contract >Determine Transaction Price > Allocation
Transaction Price to Performance Obligations > Recognize Revenue
When (or as) Performance Obligations are Satisfied

Revenue Management Process

Contract > Performance Obligations > Revenue Allocation > Basis for
Recognition > Rules Applied for GL impact

  • Separate revenue recognition forecasts from actual revenue plans
  • Use event triggers such as fulfillment or billing to drive the creation of planned revenue recognition
  • Create period-end revenue recognition entries in bulk
  • Automatically deferred revenue reclassification for recognized revenue that has not

Revenue Management: KPI’s, Reports

  • Revenue Recognition Reports
  • Deferred Revenue Waterfall
  • Deferred Revenue by Customer
  • Deferred Revenue by Item
  • Revenue by Customer
  • Revenue by Item
  • Revenue Recognition Forecast Summary
  • Revenue Recognition Forecast Detail
  • Billing and Revenue Summary
  • Deferred Revenue Reclassification Activity
  • Deferred Revenue Reclassificationh
  • Deferred Revenue Roll Forward

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