---
schema_version: "1"
id: d8a0d061e06fd59e6cbb75ee1c86083be02c6dca780a60a58a5e5265e52de51b
title: Use Revenue Management for Financial Services Component Library
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_customize_revenue_management_dashboards.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_customize_revenue_management_dashboards.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e22795dec0048c1396dff726bf14efba773d50f69a914d4ce5d52797f20e1e58
description: Revenue Management for Financial Services Cloud provides components to build customized dashboards. Components are container elements that contain groups of charts, tables, filters, text, and more in multiple dashboards, making it easy to add a group of objects to your dashboard.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Use Revenue Management for Financial Services Component Library

Revenue Management for Financial Services Cloud provides components to build customized dashboards. Components are container elements that contain groups of charts, tables, filters, text, and more in multiple dashboards, making it easy to add a group of objects to your dashboard.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited Editions</td></tr></tbody></table>

- **[Book of Business Components](https://help.salesforce.com/s/articleView?id=analytics.bi_template_rmcomponents_bookofbusiness.htm&release=264.0.0&type=5)**  
    Use the Book of Business components to understand your business performance. They include a summary of your metrics, customer and advisor leaderboards, client segmentation charts and whitespace analysis charts.
- **[Revenue Management Components](https://help.salesforce.com/s/articleView?id=analytics.bi_template_rmcomponents_revenuemanagement.htm&release=264.0.0&type=5)**  
    Use the Revenue Management components to get performance insights to build better pipelines, improve forecast accuracy, and generate more revenue. They include Revenue Tracker, Top Open Opportunities chart, Opportunity Conversion chart, Pipeline Forecast Changes chart, and Opportunities by Product and Opportunity Stage chart.
- **[Lead Conversion Components](https://help.salesforce.com/s/articleView?id=analytics.bi_template_rmcomponents_leadconversion.htm&release=264.0.0&type=5)**  
    Use the Leads Conversion components to get a comprehensive view of your lead pipeline. They include a Lead Pipeline chart, Leads by Time chart, Lead Conversion Rate by Lead Source chart, Open Lead Distribution by Lead Source chart, Lead Projections by Lead Source chart, and Summary Metrics.