Revenue Actualization Matrix — By Event Date
24-month table viewAll figures are in USDLoading…BookedRev.SchedInvoicedUnpaid Show Invalid IDs Show Missing IDs
Booked uses Close Date; Rev.Sched uses Invoice Requested Date; Invoiced/Unpaid use the Zoho transaction date.
CRM Filters
CRM filters are applied against Salesforce opportunity fields, plus Revenue Schedule Status (from Revenue_Schedule.xlsx), which narrows the Rev.Sched row and its monthly breakdown. Account Name, Region, Product, and Rev Sched Status support multi-select with inverse ("is not") selection.
Zoho Books Filter
Zoho filters narrow invoice rows and invoice-based totals. Customer Name, Product Name, and Invoice Status support multi-select with inverse ("is not") selection.