Estimated Revenue Tab of Opportunity Settings Form

Use the Estimated Revenue tab to set up allocation default values and to set up and save templates for use as the basis for Estimated Revenue entries on the Estimated Revenue tab of the Opportunities Info Center.

This feature is only available if you purchased the Vision CRM application.

Contents

Defaults

Use these options to select the default settings that display on the Estimated Revenue tab of the Opportunity Info Center.

Field	Description
Allocation Method	Select the allocation method. The possible settings are: Specific Date: Allocates the estimated revenue amount to a specific date for each opportunity. Selecting Specific Date activates the Estimated Revenue Allocation grid. Use this grid to identify the dates on which revenue is expected to be received, which is particularly useful for companies who receive revenue for a project at irregular intervals, rather than monthly, quarterly, and so on. For example, a company may submit a fee schedule with a proposal that specifies that an inspection is to occur on a specific date and, upon completion, a payment will be due. Spread Evenly Across Timescale: Spreads revenue in even amounts across the dates between the estimated start date and the estimated completion date. After selecting Spread Evenly Across Timescale, use the Timescale option to specify the timescale for the revenue. Allocate All Revenue to Estimated Start Date: Allocates the estimated revenue amount to the opportunity's start date. Allocate All Revenue to Close Date: Allocates the estimated revenue amount to the opportunity's closing date.
Allocation Template	Select a default template for the selected Allocation Method. This drop-down displays all templates created on the Estimated Revenue Allocation Template dialog box. Select the default allocation template that you want to use on the Estimated Revenue tab of the Opportunity Info Center.

Estimated Revenue Allocation Templates Grid

Use the Estimated Revenue Allocation Templates grid to set up and save templates for use as the basis for Estimated Revenue entries on the Estimated Revenue tab in the Opportunity Info Center.

Field	Description
Estimated Revenue Allocation Templates Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to display the Estimated Revenue Allocation Template dialog box and create a new template.
Edit	Click this option to modify an existing template.
Copy	To copy an existing template that is similar to a new clause you want to add, highlight that template, click this option, and then edit the template on the Estimated Revenue Allocation Template dialog box.
Delete	Click this option to delete an existing template.