Siebel Forecasting Guide > Revenues >

Viewing the Revenue Spreadsheet


End users may want to display revenue information using the spreadsheet view for easy data entry and visibility of recurring items. Revenue spreadsheets are available in the following screens: Opportunities, Accounts, and Projects.

To view the revenue spreadsheet

  1. From the application-level menu choose View > Site Map > Opportunities > My Opportunities.
  2. From the Show drop-down list, select My Opportunities.
  3. In the Opportunities list, select the opportunity for which the information will be displayed.
  4. Click the Revenues view tab.
  5. In the Revenues list, from the Show drop-down list, select Spreadsheet.
  6. The information is grouped by certain product types and displayed accordingly.

    NOTE:  To make sure revenues are grouped in rows as intended in the spreadsheet, revenue data should be entered either into the spreadsheet directly, by using the script feature available from the menu button, or by using revenue plans.


 Siebel Forecasting Guide 
 Published: 18 April 2003