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Updating Revenues from a Forecast

Updating revenues from a forecast allows an end user to update live revenue records with the current forecast updates. This eliminates a number of steps. Updating revenues from a forecast only applies to forecasts with details.

To update revenue items from a forecast

  1. Navigate to the Forecasts screen.
  2. In the Forecasts list, drill down on the forecast to be updated.
  3. In the Details view, select the revenue item to be updated.
  4. Click the menu button, and then click Update Revenue Item.

    This updates the revenue item with the most recent adjustment from the Forecasts screen.

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