Here are some basics that are good to know as a Finance Analyst or senior administration manager when starting to use the Revenue and related areas in the TekStack software.
Introduction to the Software Interface
Although you will not create views, it’s a good idea to understand how they work. You will use views in your finance role.Accounts and Contacts
It’s important to understand the information that makes up the account record. Knowing a little about the account customer lifecycle is helpful for context.
Opportunities
Learning about opportunities, reviewing them and generating orders is a key function of the Finance Analyst.
- Learn the Steps of the Opportunity Process
- Review Opportunities and Generate Orders
- Close an Opportunity as Won, or Lost
- See How We Calculate Pricing in TekStack Sales
- See How We Calculate Pricing – Projects (work in progress
- Set Up a Renewal
Revenue
Although co-termination is a sales function, it’s important to understand how it works for billing purposes.
Collaborating with Colleagues
This is helpful for communicating with colleagues when you have questions about opportunities and subsequent orders.
Security
This is a technical document outlining your access to areas in the software.