Revenue Scheduling
Published on February 8, 2026 QuoteX
Revenue Schedule
This add-on is available for a one-time purchase for all active QuoteX subscribers.
What is Revenue Schedule? This guide walks you through the installation, setup, configuration, and usage of the Revenue Schedule feature in QuoteX. It lets you track and manage projected revenue by time period, giving you a structured schedule for better financial forecasting. Projections stay organized, easy to access, and updated in real time based on resource allocation and rates, so you can make informed business decisions. |
Key Features
- Comprehensive Time-Based Revenue View: Displays projected revenue in a detailed schedule, breaking down each time period (week, month, quarter, or year) for clear financial planning and forecasting.
- Resource and Rate Insights: Shows how allocated hours and adjusted rates for each resource or role contribute to overall revenue, giving a transparent view of resource utilization over time.
- Real-Time Revenue Calculation: Automatically updates projected revenue as resource hours and rates change, so there are no manual recalculations.
- Enhanced Financial Visibility: Helps teams visualize revenue trends and patterns over time, improving decisions on resource allocation, budget planning, and financial strategy.
Prerequisites
- This add-on package requires QuoteX version 1.75 or higher to be installed.
- An active QuoteX license is necessary to install this add-on. Without one, installation is not possible.
- If your license is active but your QuoteX version is below 1.75, upgrade to version 1.75 or higher before installing this add-on.
Installation
With the installation URL provided, you have 15 days to set up and trial the package. Use the URL to proceed:
- Open the installation URL in your browser.
- Log in to the Salesforce org where you want to install the package.
- Select Install for All Users to apply the package with a sitewide license.
- Check the box for I acknowledge..., since this managed package is not listed on AppExchange.
- Click Install to complete the process.
Important: Ensure you have purchased active licenses for this feature before the 15-day trial ends. |
Setup & Configuration
After a successful installation, follow these two steps to start using the Revenue Schedule add-on feature.
Step 1: Go to Setup, search for 'meta', and open the 'PSC Additional Schedule Tab' custom metadata type.
Locate the PSC Additional Schedule Tab custom metadata type in Setup.
Step 2: Click Manage Records and add a new record with the details below.
| Field | Value |
|---|---|
| Label | RS |
| PSC Additional Schedule Tab Name | RS |
| Tab Name | Revenue Schedule |
| Lightning Component With Namespace | psce_ext:PSC_RevenueSchedule |
| Is Active | Checked |
| Order | 0 (org specific, enter it accordingly) |
Example of the completed custom metadata record.
That's it! You have successfully set up and configured the Revenue Schedule feature in QuoteX. |
How to Use Revenue Schedule
Step 1: Navigate to the Quotes section in your Salesforce environment, select the quote, and create a new timeline or open an existing one.
Open or create a timeline on the selected quote.
Step 2: Notice the new tab named 'Revenue Schedule'.
The Revenue Schedule tab appears alongside the other timeline tabs.
Step 3: Click the 'Revenue Schedule' tab to view the project revenue burn for each time period.
Projected revenue broken down by time period.
Tips
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Troubleshooting
No Revenue Data Found If the Revenue Schedule shows no data, confirm that hours and rates for billable resources are entered and saved in the Resource View, then refresh the schedule. |
Error Generating Revenue Schedule If an error occurs while generating the Revenue Schedule, capture the error details and contact your system administrator for further assistance. |
Knowledge Article Number: KA-00055