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Reviewing the Quote Summary Revenue Thresholds List

The Quote Summary view's Revenue Thresholds list shows the overall revenue and profit associated with all of the functions by parent category, as well as the revenue variance by parent category. The revenue variance helps the sales representative determine how much more revenue the representative needs to generate in a particular parent category to meet the required threshold amount for the quote.

If you make changes to the revenue estimates at the category level, as described in Changing Revenue Category Estimates, then these changes are reflected in this view.

This task is a step in Reviewing Revenue Estimates for Quote Functions.

To review the Quote Summary Thresholds list

  1. Navigate to the Quotes screen > Quotes List view.
  2. In the Quote list, query for and select the required quote.
  3. Click the link in the Name field, and then click the Summary view.
  4. Scroll down to the Thresholds list, and review the items in the list.

    The following table describes some of the fields in the list.


    Parent Category

    The parent category of functions and function line items.


    The revenue associated with the parent category.

    Expected Profit

    The expected profit for the parent category calculated by multiplying revenue by the profit percentage.

    Revenue Variance

    Shows how much more revenue the user has to produce in a particular parent category to meet the required quote threshold amount. This field is calculated by dividing the Threshold Profit Variance by the parent category's profit %.

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