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Reviewing Revenues (End User)
The Revenues screen offers a useful management tool for monitoring the health of the business. With the appropriate predefined queries, this screen offers real-time insight to the revenue attainment status of the sales organization. End users need to define the search spec or define appropriate criteria for a query to select the correct revenue records for forecasting. For details on defining the search spec, see Table 5.
End users must define the appropriate criteria for a query or search spec to identify the following:
NOTE: Once the appropriate query criteria is defined and the appropriate revenue records have been found, use the Charts view to further analyze the revenues.
To review My Team's Revenues
- Navigate to the Revenues screen > List view and select My Team's Revenues from the visibility filter.
- Select a predefined query from the Queries drop-down list to view specific sets of revenue, or create your own query.
For more information on how to create basic queries, see Fundamentals.