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Creating Revenue Plan Templates


You can create revenue plan templates for revenue plans that sales managers and sales representatives use for 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.

End users select a revenue plan template in a Revenue Plans view, which is available in each screen that has a Revenues view, such as Opportunities, Accounts, and Projects. Use revenue plans only for simple grouped revenues. For more information about using revenue plans, see Using a Revenue Plan (End User).

To create a revenue plan template

  1. Navigate to the Administration - Forecast screen > Revenue Templates view.
  2. Create a new record and complete the necessary fields. Some fields are described in the following table.
    Field Name
    Comments

    Units

    Choose from Hours, Days, Weeks, Months, Quarters, and Years.

    Public

    Select this check box if you want this revenue plan to be accessible to each user.

  3. Click the Revenue Template Details view tab and add new records to associate revenue line items with the parent template.

    Some fields are described in the following table.

    Field Name
    Comments

    From

    Enter number at which specified unit begins.

    To

    Enter number at which specified unit ends.

    Price Multiplier

    The rate at which the price changes from the original price.

    Qty Multiplier

    The rate at which the quantity changes from the original quantity.

    Revenue Multiplier

    The rate at which revenue changes from the original revenue.

    Product

    Enter the name of the product associated with this revenue item.

    Sales Rep

    Enter the name of the sales representative associated with this revenue item.

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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