About Revenues

Users can add and analyze revenue data from the Revenues view in a number of screens including, Opportunities, Accounts, Projects, Partners, Products, Contacts, and Agreements.

The Revenues screen includes every revenue associated with the opportunities, accounts, projects, and so on, to which you have access. The Revenues screen therefore provides users with a convenient place to perform updates of important revenue information. It offers managers and sales professionals a useful, cumulative view of the business across a range of revenue records.

Forecasts are simply snapshots in time of revenue data. It is recommended that revenue information be updated on a regular basis during the course of normal business activities. This provides the application with the information that managers and executives need when they are ready to review revenues or create forecasts.

Tip: To guarantee forecast consistency, make modifications to revenue records rather than adjusting a forecast. Forecasts are based on current revenue data. Adjustments to forecast records are not replicated in subsequent forecasts, resulting in extra work as the same items are adjusted week after week. Choose Update Revenue Item from the menu button in the Forecasts screen to make sure key adjustments in forecasts are updated in the live revenues.

Tip: To make sure that any adjustments made to quantity, price, or revenues in the Revenues Screen is reflected in the existing forecasts, select Update Detail with Revenue Item from the menu in the Forecasts screen, then Details view.