Trust Center Revenue Influenced Reporting

  • Updated

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With the Vanta and Salesforce (SFDC) integration, Trust Center admins can report to their stakeholders the value that Trust Center brings for revenue impact.

Please note that to leverage revenue influence reporting, you must first have the Saleforce integration connected

Enabling Revenue Tracking

  • From the left-hand navigation panel, select Settings from the Trust Center drop-down

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  • Scroll to the Configure Revenue Tracking section of the page
  • Ensure that Track Revenue Influence is toggled on

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Mapping Salesforce Fields to Revenue Tracking Reports

  • Select Edit from the Configure revenue tracking section of the Trust Center settings page 
  • Map the categories to their respective Salesforce fields
    • Revenue: Opportunity.amount (default) or any currency type field
    • Deal Stage: Opportunity.stageName (default) or any custom list with string as list item value
    • Customer Type: Account.type (default) or any custom list with string as list item value
    • Customer Name: or any string value field

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  • Select Save

Viewing Influenced Revenue

  • From the left-hand navigation panel, select Trust Center
  • From the Trust Center page, select the Activity tab, followed by Revenue Influenced

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  • Trust Center user activity is related to corresponding Salesforce accounts and opportunities and presented through the total revenue influenced chart
  • This information can also be viewed from the Overview tab through the Total revenue influenced chart.