Tracking Revenue Based on Contacts
You can track revenue information for each of your contacts, which allows your company to base its forecasts on contact revenue. To do so, you add revenue records to contacts.
NOTE: The revenue tracking feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.
Adding revenue records to contacts allows you to:
If your company bases its forecasts on contacts, only records meeting these criteria are included in the forecast:
Before you begin. Your company needs to inform you of the forecasting method that it wants to use. Companies can forecast revenue on opportunity, opportunity product, account, contact revenue, or product quantity, but only on one of those. The company forecasting method determines which fields you need to fill in when adding revenue records to contacts.
To add revenue to contacts
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|