Siebel Forecasting Guide > Revenues >
Adding a New Revenue to an Opportunity
Revenues associated with opportunities, accounts, projects, and so on appear in forecasts.
To add new revenue to an opportunity
- From the application-level menu choose View > Site Map > Opportunities > My Opportunities.
- In the Opportunities list, select the opportunity to which the revenue is being added.
- Click the Revenues view tab.
- In the Revenues list, click the menu button, and then click New Record.
- In the new record, complete the necessary fields, using the following table as a guide.
Field Name
|
Comments
|
Commit
|
Checking this box indicates that there is a high probability the deal will close and that it should be included in forecasts.
|
Product
|
Use the selection dialog box to associate this revenue with a product.
|
Product Line
|
Use the selection dialog box to associate this revenue with a product line.
|
Qty
|
Enter the amount of product or service being purchased.
|
Price
|
Enter the unit price of the product or service being purchased.
|
Revenue
|
Enter the total revenue this will produce.
|
Probability
|
Enter the percentage likelihood of winning this revenue for this opportunity.
|
Best Case
|
Enter a best case estimate of what revenue will be produced.
|
Worst Case
|
Enter a worst case estimate of what revenue will be produced.
|
Expected Revenue
|
Number based on the value in the Probability field.
|
Revenue Class
|
Choose from 1-Pipeline, 2-Upside, 3-Expected, 4-Committed, and 5-Closed.
|
Revenue Type
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Choose from Actual, Shipped, Billed, Booked, Projected, and Quota.
|
Quote
|
If this is checked, product revenue is included in the auto-quote function in the Quotes module.
|
NOTE: End users can also add revenues from screens other than Opportunities. These include Accounts, Projects, Contacts, Products, Partners, Campaigns, and Agreements.
