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Adding Ad-Hoc Revenue Line Items to a Forecast

Managers and sales representatives who are responsible for sales forecasts that span wide horizons in terms of, for example, larger territories or product lines, can add an ad-hoc revenue line item to a forecast. The ad-hoc revenue linen item is reflected in both the pipeline revenue and the forecast rollup, and can be assigned to any of the subordinates in the forecast.

Manager ability to add an ad-hoc revenue line item to a forecast helps to achieve more accurate forecasts and improve quota attainment.

To add an ad-hoc revenue line item to a forecast  

1. Navigate to the Forecasts screen.
2. In the Forecasts list, either drill down on the forecast to which you want to add an ad-hoc revenue line item, or create a new forecast.

   For more information about creating a forecast, see Creating a Forecast.

3. In the forecast Details view, click New to add a new ad-hoc revenue line item, and complete the necessary fields.

   Some fields are described in the following table.

   NOTE:  When adding an ad-hoc revenue line item to a forecast, it is not necessary to associate it with a Product, Product Line, or Opportunity.

   Field Name	Description
   Product	Use the selection dialog box to associate this new ad-hoc revenue line item with a product, if required.
   Product Line	Use the selection dialog box to associate this new ad-hoc revenue line item with a product line, if required.
   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 new ad-hoc revenue line item will produce.
   Opportunity	Specifying an opportunity is optional when adding a new ad-hoc revenue line item to a forecast. Sales representatives and sales managers have opportunity revenue records.