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Viewing the Revenue Spreadsheet (End User)

Users sometimes 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, Agreements, and Projects.

To view the revenue spreadsheet

1. Navigate to the Opportunities screen, then the  List view.
2. In the Opportunities list, drill down on the opportunity for which the information will be displayed.
3. Click the Revenues tab and then click the Spreadsheet hyperlink.

   The information is grouped by certain product types and displayed accordingly.

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