Updating Revenues from a Forecast

Updating revenues from a forecast allows a user to update live revenue records with the current forecast updates. This eliminates a number of steps. Updating revenues from a forecast only applies to forecasts with details.

After a user (manager or subordinate) edits the Adjustment field, that user can update the revenues in the Revenue screen by selecting the Update Revenue Item menu option. The Revenue field in the Forecast Detail record is then updated with the total of the adjustment and the previous revenue value, and the Adjustment value is reset to zero.

Managers can update their own revenues and a subordinate’s revenues under the following circumstances:

• If the forecast detail depth is Revenue Detail, managers can update a subordinate’s revenues and their own revenues

• If the forecast detail depth is Summary Only or Standard, managers can update their own revenues only

Subordinates can update their own revenues for forecasts with a detail depth of Revenue Detail, Standard, or Summary.