Manage Opportunity Products and Revenue

You can add products or product groups to opportunities and then update the product lines, including revenue attributes, if required.

Add Products or Product Groups

Here's how to add a product or product group to an opportunity.

Sign in to the application as a user with access to opportunities, such as a salesperson or sales manager.
Navigate to Sales > Opportunities.

The opportunity landing page displays your opportunities.
Find an opportunity and edit it. Or, create an opportunity and save and edit it.
In the Products region, click Add to add a row to the table.
In the Type field, select Group if you're adding a product group. Select Product if you're adding a single product.

Note: Depending on your implementation, you may have the option to browse the sales catalog. The catalog contains the same product groups and products as those accessible from the table.
Select the Name list, and then select the product group or product.

If the product group or product isn't in the recently used items list, access the search page by clicking the Search link in the Name list.
In the Search page, the product groups or products you have access to may be automatically filtered to show only the products in your sales territories.

For type Product, you can search for the product you want by entering a keyword, name, or product number. For type Group, you can search by name and reference number, if known.

To search all products in the database without the territory filtering, deselect the Filter by Territory option.
Select the product group or product and click OK to return to the Products table, where you can set other attributes of the product line, such as quantity, price, and so forth.
Save your work.

This table explains the product line attributes.

Product Field	Description
Type	Select either product group or product.
Name	Use to select a product or product group. If individual products aren't implemented, then only product groups are available.
Quantity	Enter values in whole numbers. The application multiplies this field by Estimated Price to calculate the revenue amount.
Estimated Price	Enter estimated price per item. The application multiplies this field by Quantity to calculate the revenue amount.
Amount	Amount used in forecasting and for reporting. The application calculated this field from price multiplied by quantity, but you can override the value.
Currency	The initial value is based on the opportunity-level currency. If multiple currencies are implemented, you can pick a different currency.
Sales Credit	Use sales credits to specify who gets revenue and overlay sales credit for the sale.

Depending upon how your application is configured, you may have these additional product line attributes available.

Product Field	Description
Close Date	Indicates the expected close date of the product line. The initial value is the opportunity-level close date, but each line can have its own close date.
Forecast	Displays a check mark if the product line matches the established forecast criteria.
UOM (Unit of Measure)	The initial value is based on the product or product group selected.
Status	Use to set the product line status, such as Open or Won.
Win Probability	The initial value is the opportunity-level win probability, but can be overridden.
Best Case	The initial value is the revenue amount for the item or group (providing Revenue is greater than Best Case).
Worst Case	Use to set a worst case revenue amount.
Include in Forecast	The application sets the initial value to When matches forecast, if forecasting criteria have been enabled. Can be overridden to Yes (meaning always include in forecast) or No (meaning never include in forecast), if forecasting criteria override has been enabled.
Territories	Displays the territories assigned to the product lines. You can drill down into the field to view all of the associated territories.
Competitor	You can set a competitor at product-line level. The choice list is limited to those associated at the opportunity level. Depending upon your implementation, you may be required to enter a competitor when setting an opportunity or product line to closed.
Win/Loss Reason	When a product line or the opportunity is closed, this field indicates why the product line was won or lost.
Actual Close Date	This is a read-only field set by the application automatically when you set a product line to a closed status.

For procedures on managing recurring opportunity products or product groups that are part of a subscription business model, see the topic, Create and Maintain Recurring Opportunity Products.

Remove Product Lines

Here's how to remove any products you don't need from the Products table in opportunities.

Sign in to the application as a user with access to opportunities, such as a salesperson or sales manager.
Navigate to Sales > Opportunities.
Find an opportunity and edit it. Or, create an opportunity and save and edit it.
In the Products region, click the X icon located at the end of the applicable table row to remove a product line from your opportunity.
Save your work.