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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

  1. Configure a revenue SmartScript. For information, see Configuring Revenue SmartScripts (Administrator).
  2. Create a revenue plan template. For information, see Creating Revenue Plan Templates (Administrator).

End-User Procedures

  1. Add a new revenue to an opportunity. For information, see Adding a New Revenue to an Opportunity.
  2. Add multiple and recurring revenues using SmartScripts. For information, see Adding Multiple or Recurring Revenues Using SmartScripts.
  3. Add a split revenue. For information, see Adding a Split Revenue.
  4. Use a revenue plan. For information, see Using a Revenue Plan.
  5. Review revenues. For information, see Reviewing Revenues.
  6. Modify a revenue item. For information, see Modifying a Revenue Item.
  7. View the revenue spreadsheet. For information, see Viewing the Revenue Spreadsheet.
  8. Use revenue charts to report. For information, see Using Revenue Charts for Reporting.
  9. Using revenue reports. For information, see Using Revenue Reports.
  10. Distinguish between revenues. For information, see Distinguishing Between Revenues.

 Siebel Forecasting Guide 
 Published: 18 April 2003