Adding a New Revenue to an Opportunity (End User)
Revenues associated with opportunities, accounts, projects, and so on appear in forecasts.
To add a new revenue to an opportunity, complete the steps in the following procedure.
To add a new revenue to an opportunity
Navigate to the Opportunities screen, then the List view.
In the Opportunities list, drill down on the opportunity to which the revenue is being added.
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.