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Completing the Revenue Evaluation Form

Using the Quote screen's Evaluation view, the sales representative documents the revenue information that the revenue manager considers when making the decision to approve or reject the quote for the event. The evaluation form typically provides the following information:

  • Incremental revenue sources that may result from the group or event. The sales representative can enter more than one incremental revenue source.
  • Notes on potential future business that may result from the event.
  • Commission information. More than one commission can be entered.
  • The date by which the evaluation should be completed so that the sales representative can respond to the customer.
  • The sales manager's comments.

This task is a step in Process of Revenue Management.

To complete the revenue evaluation form

  1. Navigate to the Quotes screen > List view.
  2. In the Quotes list, query for and select the required quote, and then click the link in the Name field.
  3. Click the Evaluation view tab.
  4. In the Evaluation form, set the value in the Evaluation Status field to Not Applicable, and then complete the fields.

    The following table describes some of the fields in the Evaluation form.


    Evaluation Status

    The status of the evaluation. Set the value in the Evaluation Status field to Not Applicable.

    Evaluation Due Date

    The date by which the evaluation is to be completed.


    (Optional) The commission earned for this quote. You may add a number of different commission records for different services rendered during the quote phase. Using the select button in the Commission records field, you can associate new and existing commission records with the evaluation. When creating new records, you can only enter either a commission amount or commission percentage.

    By Pass

    Select this check box if you want to bypass the quote evaluation, and do not wish to complete an evaluation of the quote.

    Value Rating

    Provide a rating for the value of the quote.

    Incremental Revenue Source

    (Optional) Can be used to indicate if there is to be an incremental source of revenue arising from the quote. Using the select button in the Increment Revenue Source field, you can associate new or existing revenue source records with the evaluation.

    Historical Quote Name

    (Optional) The name of a quote made previously. Historical quotes allow the revenue manager to reference the revenue brought in by a customer at other properties. Using the select button in the Historical Quote Name field, you can associate other historical quotes with the evaluation.

    Complexity Rating

    A rating for how complex this quote was to create and develop.

    Potential Future Business

    The details (if available) on how future business with the customer could be developed.

    Event Manager

    The user ID of the event manager.

    Sales Manager

    The user ID of the sales manager.

    Manager Comments

    This is a multi-value field, so that iterations of the quote between the sales manager and the event manager can be tracked. Using the select button in the Manager Comments field, you can enter managers' comments.

    Comments Summary

    Any relevant evaluation comments about the quote if necessary.

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