User Revenue Example

The user:

• Creates a new opportunity or account.

• Associates and creates product revenue line items using the New Record command, revenue scripts, or revenue plans.

• Uses the revenue list or spreadsheet views to edit and maintain product revenues. The user adds values in the following fields: Qty, Cost, Margin, Price, and Product Line.

• Uses revenue charts and reports to graphically display data and to perform ad hoc analysis. For example, the user creates charts and reports with parameters of:

  • Quantity by product line by month

    OR

  • Margin by product by quarter