Revenue Analytics Platform

A single, self-service home for DocuSign's recognized-revenue analytics, built and owned by the Finance Business Transformation (FBT) team. The platform brings together the views that FP&A leadership and Revenue Accounting rely on - an executive KPI summary, year-over-year and quarter-over-quarter growth trends, line-level granular research with export, and revenue-contract drill-down - all sourced from RevPro and sliceable by fiscal period, product line and group, business source, ship-to country, and legal entity. The goal is to replace scattered spreadsheets and one-off pulls with one trusted place to answer "how is revenue trending, what's driving it, and where," from a leadership headline down to the underlying transactions.

Project: Revenue Dashboard (Tableau, FBT) Phase: 1A - Wireframe (against req doc v1.1) Author: Lead Developer (BI Developer, FBT) Reviewers: Project Lead, Project Sponsor, Primary Stakeholder Build priority: Tabs 1 + 3 are P0; Tabs 2 + 4 are P1 Status: Draft v0.3, updated post 7/1 team meeting

Tabs

Click any card to open the wireframe.
Tab 01 · Tier 1 P0 Executive Summary 6-KPI scorecard (Revenue, TCV, ACV, # SFDC Accounts, # RCs, # Opps - last is cut-line) + revenue trend hero + primary segmentation toggle (default Business Source). Audience: FP&A leadership · Slide 21 Tab 02 · Tier 1 P1 YoY Trend Analysis Quarterly YoY hero (each quarter vs same quarter prior FY) + small multiples for top 4 dimensions (Business Source default) + long-tail dropdown. Audience: FP&A leadership · Slide 22 Tab 03 · Tier 2 P0 Granular Research & Export Pivot filter rail with mandatory Period, live row-count meter (Excel limit warning), Apply button, empty state until filters set, native Tableau export, bottom disclaimer. Replaces the Qlik flat table. Audience: Revenue Accounting (Primary Stakeholder) · Slide 23 Tab 04 · Tier 2 P1 Account / Opp / RC Drill-Down Account is the primary search field (rolled-up TCV/ACV across related Opps and RCs for renewal-with-add-ons). Header card + waterfall + product breakdown + future schedule. Lowest build polish in Phase 1. Audience: Revenue Accounting (Primary Stakeholder) · Slide 24 Reference Read Me Measure definitions, data sources, refresh cadence, performance contracts, design rationale (vs the rejected mock), and known gaps. Audience: All users + future maintainers
Project docs Open questions & assumptions Every wireframe-relevant open question (OQ-1 through OQ-12) has a documented assumption in ASSUMPTIONS.md. Read before stakeholder review. See ASSUMPTIONS.md and README.md in this folder

How to review

For the Project Lead (req doc v1.1 round-trip)

  • Validate that the v1.1 changes are reflected: Business Source default on Tab 1; Currency in Tab 2 small multiples; Owner / Territory Segment relegated to long-tail; Tab 3 row-count meter + disclaimer; Tab 4 Account-level entry.
  • Confirm typography choice (OQ-12) so we can swap Arial for the ARR convention.
  • Sanity-check brand compliance (logo placement, light theme, palette use).

For the Project Sponsor

  • Confirm the build sequence: Tabs 1 and 3 first (P0), Tabs 2 and 4 second (P1).
  • Greenlight the GDA segment-mapping conversation (OQ-13) so Owner / Territory Segment can be promoted before Phase 1B.
  • Decide whether to surface VP Rev Rec / Rev Rec team use cases in Phase 1 (OQ-14) or punt to Phase 2.

For the Primary Stakeholder (next stakeholder review)

  • Validate Tab 3 filter set + result columns (now with SFDC Account) against the Qlik workflow.
  • Validate Tab 4 Account-level entry against the renewal-with-add-ons scenario.
  • Decision: accept the 6-KPI strip on Tab 1, or cut to 5 (drop # Opps). Per-tile rationale is on the wireframe.
  • Confirm Tab 3 mandatory pre-filters (Period only is the wireframe assumption; OQ-9).

What is mocked

  • Every number on every tab is synthetic. Customer names are obviously fake (Acme Corp, Globex, etc.).
  • Numbers reconcile across tabs - Q1 FY27 Revenue on Tab 1 ($785.4M) equals the Q1 FY27 column on Tab 2.
  • The Docusign logo is an inline-SVG approximation and should be replaced with the official trademark asset before stakeholder review.
  • Filters on Tabs 1 and 2 are visual; toggles (segmentation dimension, period grain, long-tail dimension) are wired up to switch the rendered chart with mock data.
  • Tab 3 Apply / Reset / Demo Mode are wired up so reviewers can see the empty state and the populated state.
  • Tab 4 has two sample RCs (RC-2087451, RC-2089332) selectable via the dropdown.