Billing Standard template

Use the Billing Standard template if you want a ready-to-use homepage for common Billing workflows. It can include widgets for customer accounts, subscriptions, invoices, payments, reports, operational insights, and quick actions.

Use this template when you want a starting point for common Billing work, including access to accounts, subscriptions, and invoices.

Recommended widgets for a billing operations homepage:

• Quick Actions for customer, subscription, invoice, and bill run tasks.

• Billing run status.

• Invoice exceptions.

• Payment status.

• Subscription risk or retention indicators.

• Reports frequently used by Billing Operations.

• Links to configuration and operational runbooks.

Recommended layout:

• Top: Quick Actions and critical alerts.

• Middle: Billing metrics and exception widgets.

• Lower: Reports, links, and process references.

Developer template

Use the Developer template if your work focuses on APIs, integrations, performance monitoring, or developer workflows. It can include widgets for API activity, integration health, performance tracking, developer shortcuts, and technical resources.

Recommended widgets for a developer homepage:

• API activity.

• Developer quick links.

• Integration monitoring.

• Performance indicators.

• Recent errors or API status.

• Documentation shortcuts.

• Sandbox or environment links.

Recommended layout:

• Top: API or integration health.

• Middle: Technical activity and monitoring widgets.

• Lower: Developer links and documentation.

Revenue Standard template

Use the Revenue Standard template if you work across linked Billing and Revenue tenants and want access to the Revenue homepage experience from the Billing tenant. This template is available only for OTR customers who have access to both Billing and Revenue tenants in Sandbox environments. The Revenue Standard template is designed to mirror the existing Revenue homepage experience in the unified experience. The template includes Revenue-related homepage modules such as Close Process Dashboard, Workbench, Standalone Selling Price, Revenue Analytics, Reports, and File Upload.

Recommended widgets for a revenue operations homepage:

• Close readiness indicators.

• Revenue exceptions.

• Contract or revenue risk metrics.

• Operational process status.

• Reports used during close.

• Links to Revenue workflows.

Blank homepage

Use a blank homepage if you want to create a custom dashboard from scratch. This is useful when your team has specialized workflows, when you want to combine reports and links in a specific way, or when you need a role-specific homepage that is not covered by an existing template.

Share templates with your team

Templates help reduce setup time and give users a practical starting point for common workflows. They are especially useful for team onboarding, standard operating views, department-specific dashboards, role-based starting points, and sharing best-practice layouts.

You can save and share a homepage template for other users in the tenant. Shared templates help teams avoid rebuilding the same dashboard from scratch and support a more consistent starting point across users. With shared templates, teams can start from a consistent homepage setup instead of building the same layout repeatedly.

To create or manage a shared homepage template, go to Configure Homepage and select Manage Templates. From there, you can create and configure the template. Only admin users can create and share templates.