Creating Revenue Plan Templates

You 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

1. Navigate to the Administration - Forecast screen, then the Revenue Templates view.

2. Create a new record and complete the necessary fields. Some fields are described in the following table.

   Field Name	Description
   Units	Choose from Hours, Days, Weeks, Months, Quarters, and Years.
   Public	Select this check box if you want this revenue plan to be accessible to each user.

3. Click the Revenue Template Details tab and add new records to associate revenue line items with the parent template.

   Some fields are described in the following table.

   Field Name	Description
   From	Enter number at which specified unit begins.
   To	Enter number at which specified unit ends.
   Price Multiplier	The rate at which the price changes from the original price.
   Qty Multiplier	The rate at which the quantity changes from the original quantity.
   Revenue Multiplier	The rate at which revenue changes from the original revenue.
   Product	Enter the name of the product associated with this revenue item.
   Sales Rep	Enter the name of the sales representative associated with this revenue item.

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.