Overview

The Revenue Recognition Dashboard gives finance teams a centralized, real-time view of revenue performance, deferred balances, and compliance-related metrics. It helps CFOs, Controllers, Analysts, and other finance stakeholders review revenue health, validate data integrity, and make informed decisions from a single interface.

Key benefits

Real-time visibility: Dashboard tiles update continuously to reflect the latest financial data.
Revenue waterfall insight: Track beginning balances, new billings, recognized revenue, and ending balances for any selected period
Audit-ready validation: Compare dashboard totals against supporting views, such as the Liability Balance Rollforward and General Ledger.

Key details

Open the dashboard

Select the dashboard icon in the Revenue Recognition menu bar.

The Revenue Recognition Dashboard turns complex transactional data into a clear, audit-ready reporting interface. It helps your team:

Strategic value	Description
Unified financial visibility	Consolidates billings, recognized revenue, and deferred balances into one source of truth.
Audit readiness	Helps reconcile dashboard values with the Liability Balance Rollforward and the General Ledger, reducing month-end friction.
Lifecycle tracking	Shows how revenue moves from initial billing through final recognition.

Dashboard components

The dashboard includes two main sections:

Section	Description
Revenue Metrics	Interactive tiles that provide a high-level view of revenue performance for the selected timeframe.
Liability Balance Rollforward	A detailed view of how deferred revenue moves from beginning balance to ending balance for the selected period.

Revenue metrics

The Revenue Metrics section provides a centralized view of revenue-related activity. Use the filters at the top of the dashboard to customize what you see.

Revenue metrics filters

Filter	Description
Accounting period	Select a period, such as Jan-26 or Feb-25, to display data for that timeframe. The dashboard defaults to the current open period, and the latest period stays at the top of the list.
Currency type	View data in Transactional, Entity (Company), or Reporting (Global) currency.
Currency selection	Select a specific currency to review totals for that currency only.
Accounting book	Choose the accounting book, such as ASC 606 or Non-GAAP, that should be used as the data source.

Note: Currency filters display raw totals for the selected currency only. The dashboard does not convert values or apply exchange rates.

Drill down into a metric

Each metric tile supports drill-down reporting. Select the drill-down icon on a tile to open the detailed transaction lines behind that total, including supporting transaction data such as customer names and invoice IDs.

Revenue metric tiles

Tile	What it shows	Example	Audit note
Current Period Billings	The gross invoice value for all invoices with a Bill Date in the selected period. This includes subscriptions, one-time charges, and setup fees.	A customer signs up on March 15 for a $1,200 annual plan. Even though only part of that amount is earned in March, the tile shows $1,200 for March.	This should match the Billing Transaction Details Report.
Deferred Revenue Balance	The ending deferred revenue liability as of the last day of the selected period.	A customer pays $120 on December 31 for a 12-month subscription starting January 1. After $10 is recognized in January, the Deferred Revenue Balance shows $110.	This should match the Ending Balance in the Liability Balance Rollforward.
Revenue from Unbilled Services	Revenue recognized for delivered services that have not yet been billed.	A $1,200 subscription uses an Upon Booking release setup, but only $800 has been invoiced so far. The remaining $400 appears here.	This value is the sum of the Asset Balances Report and the Unbilled Balances Report. The unbilled balance appears only when the unbilled flag is set to Y for the subscription line.
Refunds and Adjustments	Credit memos, voided invoices, refunds, and similar transactions that reduce billings or recognized revenue.	A customer is overcharged $100 in February, and a credit memo is issued in March. The tile shows -$100 in March.	This metric reflects contra-revenue activity processed during the selected accounting period.
Current Billing Revenue	Revenue from invoices created in the current period that is also recognized in the same period.	A monthly subscription for $30 is billed on April 1 and fully earned by April 30. The tile shows $30 for April.	This can be validated by reviewing Revenue Waterfall data where the Invoice Date and Invoice Start Date fall within the same reporting period.
Deferred Revenue Recognized	Revenue released in the current period from deferred balances created in prior periods.	A customer paid for an annual plan in January. In August, one monthly portion of that payment is recognized and appears in this tile.	This represents revenue released from previously recorded deferred revenue liability.
Total Revenue Recognized	Total revenue earned during the selected period, regardless of when billing occurred.	In October, you recognize $100 from current billings, $500 from prior deferred revenue, and $400 from unbilled services. Total Revenue Recognized is $1,000.	This should equal: Current Billing Revenue + Deferred Revenue Recognized + Revenue from Unbilled Services.

Liability balance rollforward

The Liability Balance Rollforward is the audit engine of the dashboard. It shows how deferred revenue moves from the beginning to the end of a selected period, quarter, or year. This view helps confirm that every billed amount is either recognized as revenue or remains recorded as a liability.

Rollforward filters

Filter	Description
Year or period	Select a year, such as 2024 or 2025, to display all closed and open periods for that year.
Summarization	View balances by Period, Quarter, or Year.
Currency type	Review values in Transactional, Company, or Reporting currency.
Currency selection	Select a specific currency to display totals for that currency only.
Accounting book	Choose the accounting book used as the source for dashboard values.

Note: Currency filters display raw totals for the selected currency only. The system does not perform currency conversion in this view.

How the rollforward works

The rollforward follows this accounting logic:

Beginning Balance + New Billings - Revenue Recognized = Ending Balance

This structure helps your team reconcile deferred revenue activity directly against the General Ledger and support compliance with ASC 606 and IFRS 15.

Rollforward columns

Column	Description	Example
Beginning Balance	Deferred revenue carried over from the previous period.	If December ends with $50,000 in deferred revenue, January begins with $50,000.
New Billings	New invoices and charges created during the selected period.	If ten annual contracts worth $120,000 are billed in Q1, that amount appears as New Billings.
Revenue Recognized	Revenue earned during the selected period and released from the balance sheet to the income statement.	If $10,000 of deferred revenue is earned in January, that amount appears here.
Ending Balance	Deferred revenue remaining at the end of the selected period. This becomes the Beginning Balance for the next period.	Start with $50,000, add $20,000 in new billings, and subtract $15,000 in recognized revenue to end with $55,000.