Modifying a Revenue Item (End User)

Making changes to revenue records rather than adjusting a forecast allows for more consistent forecasting. Forecasts are based on current revenue data. Adjustments to forecast records are not replicated in subsequent forecasts, resulting in extra work as the user adjusts the same item week after week.

Note: Users can update revenue items from a forecast. This allows a user to update live revenue records with the current forecast updates. For more information, see Updating Revenues from a Forecast. Users can also update a forecast with revenue items. This allows a user to update forecast detail records with the current revenue updates. For more information, see Updating a Forecast with a Revenue Item

To modify a revenue item

1. Navigate to the Revenues screen, then the List view.

2. In the Revenues list, select the revenue item you want to modify and edit the necessary fields, for example, Quantity, Price, and Revenue.