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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, select the 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.
   • (Optional) Click the select button in the Historical Quote Name field, and associate other historical quotes to the evaluation.

     Historical quotes allow the revenue manager to reference the revenue brought in by a customer at other properties.

   • (Optional) Click the select button in the Increment Revenue Source field and associate new or existing revenue source records with the evaluation.
   • (Optional) Click the select button in the Commission records and associate new and existing commission records with the evaluation.