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Siebel Forecasting Guide > Revenues > Creating Revenue Plan TemplatesYou can create revenue plan templates for revenue plans that sales managers and sales representatives use for a series of recurring revenues or a particular group of revenues. For example, a predefined product or service package that consists of recurring revenues can be a revenue plan. Users select a revenue plan template in a Revenue Plans view, which is available in each screen that has a Revenues view, such as Opportunities, Accounts, and Projects. Use revenue plans only for simple grouped revenues. For more information about using revenue plans, see Using a Revenue Plan (End User). To create a revenue plan template
NOTE: The multiplier is the amount by which the revenue plan revenue, price, or quantity is to be multiplied by. This number is defined by the user. For example, if Revenue Multiplier is 1, and the user enters $1,000 for the revenue plan's revenue, then each revenue is $1,000. If the Price or Qty have a multiplier, then both of these fields are changed and the revenue for that line item is the result of the new Price and Qty calculation. This is true even if the revenue multiplier is equal to one or is blank. If the revenue has a multiplier on it, it overrides Price and Qty changes regardless of their multipliers. |
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