Revenue Actualization Matrix — By Booked Date
18-month table viewAll figures are in USDLoading…→ By Event DateBookedRev.SchedInvoicedUnpaid Show Invalid IDs Show Missing IDs Show Margin Performance/Delivery Margin Performance only Actual Delivery only
Every dollar for an opportunity — Rev.Sched, Invoiced, and Unpaid included — is placed under its own Close Date month, not its own event date. Only affects the last 18 months of monthly columns; frozen summary totals are unchanged.
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.