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Modifying a Revenue Item (End User)

Making changes to revenue records rather than adjusting a forecast allows for more consistent forecasting. Forecasts are based on current revenue data. Adjustments to forecast records are not replicated in subsequent forecasts, resulting in extra work as the end user adjusts the same item week after week.

NOTE:  End users can also update revenue items from a forecast. This allows an end user to update live revenue records with the current forecast updates. For more information, see Updating Revenues from a Forecast.

To modify a revenue item

  1. Navigate to the Revenues screen > List view.
  2. In the Revenues list, select the revenue item you want to modify and edit the necessary fields.
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