Siebel Forecasting Guide > Revenues >

Adding a New Revenue to an Opportunity (End User)

Revenues associated with opportunities, accounts, projects, and so on appear in forecasts.

NOTE:  Users can also add revenues from screens other than Opportunities. These include Accounts, Projects, Contacts, Products, Partners, Campaigns, and Agreements.

To add a new revenue to an opportunity, complete the steps in the following procedure.

To add a new revenue to an opportunity

1. Navigate to the Opportunities screen, then the List view.
2. In the Opportunities list, drill down on the opportunity to which the revenue is being added.
3. Click the Revenues tab, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field Name	Description
   Forecasted	Checking this box indicates that there is a high probability the deal will close and that it will be included in forecasts.
   Product	Use the selection dialog box to associate this revenue with a product.
   Quantity	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.
   Best Case	Enter a best case estimate of what revenue will be produced.
   Product Line	Use the selection dialog box to associate this revenue with a product line.
   Quote	If this is checked, product revenue is included in the auto-quote function in the Quotes module.
   Revenue Class	Choose from 1-Pipeline, 2-Upside, 3-Expected, 4-Committed, and 5-Closed.
   Revenue Type	Choose from Actual, Shipped, Billed, Booked, Projected, and Quota.
   Probability	Enter the percentage likelihood of winning this revenue for this opportunity.
   Expected Revenue	Number based on the value in the Probability field.
   Worst Case	Enter a worst case estimate of what revenue will be produced.
   Unit of Measurement	Select the appropriate unit of measurement.