Create Net Revenue Forecast Methods

Use the Revenue Forecast Methods submodule to create net revenue forecast methods.

To use the Revenue Forecast Methods submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To create a net revenue forecast method:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create a net revenue forecast method.
3. In the left pane of the Settings screen, click Finance > Revenue Forecast Methods.
4. On the grid toolbar, click Create New Profit Forecast Method .
5. In the Create Revenue Forecast Method Dialog dialog box, enter the name that you want to use and from the Net or Gross drop-down list, select Net Revenue.
6. You can include the different stakeholders by selecting the applicable check boxes or options from the drop-down lists under Clients, Jobs, Price Quotes, Price Quote Forecasting, Pipelines, and Pipeline Quote Forecasting.
7. Click OK.