Create Estimated Revenue Allocation Templates

Use the Estimated Revenue tab of Opportunity Settings to set up and save templates for use as the basis for Estimated Revenue entries on the Estimated Revenue Tab in the Opportunities Hub.

To create estimated revenue allocation templates:

1. From the Navigation menu, click Settings > Opportunities and then click the Estimated Revenue tab.
2. Complete the fields on the Estimated Revenue tab.
3. Click Add Template. The Allocation Template dialog box displays.
4. Enter a description of the template.
5. Select the time frame: Days, Weeks, Months, or Years. This field is used in conjunction with the Time From Est. Start Date field to populate the Revenue Date field in the Estimated Revenue Allocation grid on the Estimated Revenue tab of the Opportunities Hub. This field is required if a number other than 0 is entered in the Time from Est. Start Date field.
6. Enter the revenue date. This field is used to populate the Revenue Date field in the Estimated Revenue Allocation grid on the Estimated Revenue tab of the Opportunities Hub. If you enter 0 in this field, then the Revenue Date populated in the Estimated Revenue allocation grid will be equal to the Opportunity Est. Start Date.
7. Click + Add Milestone to add additional milestones to the template.
8. Click Save to save your changes.