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Siebel Forecasting Guide > Revenues > Creating Revenue Plan TemplatesRevenue plans allow sales managers to create predefined revenue templates that can be used by sales representatives to create a series of recurring revenues or a particular group of revenues. For example, a predefined product or service package that consists of recurring revenues could be a revenue plan. The Revenue Plans view is available in each screen that has a Revenues view, such as Opportunities, Accounts, and Projects. Use revenue plans only for simple grouped revenues. To create a revenue plan template
NOTE: The multiplier is the amount by which the revenue plan revenue, price, or quantity is to be multiplied by. This number is defined by the end user. For example, if the Revenue Multiplier = 1, and the end user enters $1,000 for the revenue plan's revenue, then each revenue is $1,000. If the Price or Qty have a multiplier, then both of these fields are changed and the revenue for that line item is the result of the new Price and Qty calculation. This is true even if the revenue multiplier is equal to one or is blank. If the revenue has a multiplier on it, it overrides Price and Qty changes regardless of their multipliers. |
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