Revenue Actualization Matrix — MVP
24-month table viewAll figures are in USDLoading…Sign in with your Microsoft account to pull the latest Zoho AR and Salesforce CRM workbooks straight from SharePoint (nothing is stored outside your session). Use ↻ Refresh any time to sign in again or pull the latest data. Opportunity IDs are matched between the two files even when one uses the 15-character form and the other the 18-character form — the 15-character form reflects incomplete data entry, the 18-character form is the correct one, and Zoho Books is being updated to record the 18-character ID going forward. Unmatched or missing IDs land in two exception rows below Grand Total: Opportunity ID Invalid (an ID is present in Zoho Books but doesn't match any Salesforce opportunity) and Opportunity ID Missing (no ID was captured on the invoice at all). Click the Opp ID to open the drill-down dialog. CRM fields are dark grey; Zoho Books fields are light grey.
BookedRev.SchedInvoicedUnpaid
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.
Dialog shows business labels only. Source is used only for styling. Inv. But Unpaid % = Inv. But Unpaid divided by Invoiced. Opportunity ID is matched using Salesforce's 18-character record ID only — a 15-character or otherwise non-18-character ID is treated as invalid, never guessed at. The orange Opportunity ID Invalid row and the dark red Opportunity ID Missing row are data-quality exception buckets, not real opportunities — drill into either to see which transactions, customers, and (for Invalid) which mistyped or 15-digit Opportunity IDs need to be fixed or matched in Salesforce. Click the \u25BE / \u25B8 toggle on either exception row's label to minimize it to a single summary line (Grand Total always stays pinned and expanded). Click any column header from Client / Opp through Inv. But Unpaid % to sort ascending/descending — Grand Total and the two exception rows always stay pinned at the top. Click any Rev.Sched, Invoiced, Pending To Inv., or Inv. But Unpaid value (or its %) to see the underlying breakdown. The indigo Rev.Sched row and its Rev.Sched / Rev.Sched % summary columns (between Booked and Invoiced) show revenue scheduled from Revenue_Schedule.xlsx, converted amounts by month of Invoice Requested Date — click any monthly value to see the underlying Revenue Schedule records.