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Example Process for Revenues
This is an example of a process for revenues. Your company may follow a different process according to its business requirements.
Administrator Procedures
- Configure a revenue SmartScript. For information, see Configuring Revenue SmartScripts (Administrator).
- Create a revenue plan template. For information, see Creating Revenue Plan Templates (Administrator).
End-User Procedures
- Add a new revenue to an opportunity. For information, see Adding a New Revenue to an Opportunity.
- Add multiple and recurring revenues using SmartScripts. For information, see Adding Multiple or Recurring Revenues Using SmartScripts.
- Add a split revenue. For information, see Adding a Split Revenue.
- Use a revenue plan. For information, see Using a Revenue Plan.
- Review revenues. For information, see Reviewing Revenues.
- Modify a revenue item. For information, see Modifying a Revenue Item.
- View the revenue spreadsheet. For information, see Viewing the Revenue Spreadsheet.
- Use revenue charts to report. For information, see Using Revenue Charts for Reporting.
- Using revenue reports. For information, see Using Revenue Reports.
- Distinguish between revenues. For information, see Distinguishing Between Revenues.
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Siebel Forecasting Guide Published: 18 April 2003 |