revenue-recognition-tracker
Track IFRS 15 revenue recognition across client contracts. Set up performance obligations, monitor completion progress, recognise revenue as obligations are satisfied, and maintain contract asset and liability balances.
Inputs
- deal — Won deal driving the revenue contract setup.
- obligations — List of distinct promises with standalone selling prices
- obligation — Performance obligation to advance and recognise revenue against.
- progress_percentage — 0-100 for over-time; use 100 for point-in-time on satisfaction
- obligation — Performance obligation to reconcile billed vs recognised on.
- invoice — Client invoice issued against the obligation.
- period_id — Period id used to report all active contracts — recognised vs billed, contract asset/liability balances
How you ask
- New client contract
- Revenue recognition progress
- Bill a client
Outputs
- (one per obligation)
- conversation
- performance-obligations (markdown)
- revenue-je (markdown)
- revenue-review (markdown)
- updated-obligation (markdown)
- user-specified output path for updated obligation
Levelbeginner
Inputdata
Outputspreadsheet
Setup[none]
Roles[Finance Manager]