One of the biggest benefits you get from TrueRev is that you get audit ready revenue right away. Within a few clicks you'll be able to see your revenue schedule. So you can finally step away from that messy spreadsheet and avoid any human error. With TrueRev you get to see your revenue schedule by quarter, see the unbilled revenue or view it by product. From there you can go ahead an export it and share it.

Here's how it's done:

  1. In the left column menu, select Revenue

  2. From here, you can filter and view the revenue however you want. Drill down into your customers or products.

How you can drill down:

  1. By Product

  2. By Customer

  3. Filter by 'Recurring' or 'Non-Recurring' revenue

  4. View the revenue schedule by monthly, quarterly or yearly

  5. View deferred or unbilled revenue

As with your company's Summary Revenue Schedule, you can toggle the Deal Revenue Schedule to show monthly, quarterly or annual revenue in each column. The "play" and "play, reverse" buttons let you scroll a column at a time, to see future or past revenue. "Fast forward" and "fast reverse" buttons will scroll the entire page.

Rows show revenue for each booked product, with summary rows at the bottom for total revenue, deferred revenue and unbilled. Icons preceding a product name indicate whether the row is for an upgrade, downgrade or adjustment for the product, or if the product was included with the deal from an invoice imported from QuickBooks.

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