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.

• Instead of adding just revenue information, adds cost data for every product added.

• Using the revenue spreadsheet, views each product and its cost and margin expectations by month or week. The user can modify these costs and margins accordingly and view them graphically using the Chart view.

Note: The spreadsheet needs to be configured so that Cost and Margin are made available for each date.