Siebel Forecasting Guide > Revenues >
Adding a New Revenue to an Opportunity (End User)
Revenues associated with opportunities, accounts, projects, and so on appear in forecasts. NOTE: End users can also add revenues from screens other than Opportunities. These include Accounts, Projects, Contacts, Products, Partners, Campaigns, and Agreements.
To add a new revenue to an opportunity
- Navigate to the Opportunities screen > List view.
- In the Opportunities list, drill down on the opportunity to which the revenue is being added.
- Click the Revenues view tab, create a new record and complete the necessary fields.
Some fields are described in the following table.
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Forecasted |
Checking this box indicates that there is a high probability the deal will close and that it should be included in forecasts. |
Product |
Use the selection dialog box to associate this revenue with a product. |
Quantity |
Enter the amount of product or service being purchased. |
Price |
Enter the unit price of the product or service being purchased. |
Revenue |
Enter the total revenue this will produce. |
Best Case |
Enter a best case estimate of what revenue will be produced. |
Product Line |
Use the selection dialog box to associate this revenue with a product line. |
Quote |
If this is checked, product revenue is included in the auto-quote function in the Quotes module. |
Revenue Class |
Choose from 1-Pipeline, 2-Upside, 3-Expected, 4-Committed, and 5-Closed. |
Revenue Type |
Choose from Actual, Shipped, Billed, Booked, Projected, and Quota. |
Probability |
Enter the percentage likelihood of winning this revenue for this opportunity. |
Expected Revenue |
Number based on the value in the Probability field. |
Worst Case |
Enter a worst case estimate of what revenue will be produced. |
Unit of Measurement |
Select the appropriate unit of measurement. |
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