End User Guides

Product Schedules define how the revenue associated with an Opportunity Product will materialize over time. To create Product Schedules for...

The projection method determines the schedule profile when you add an Opportunity Product and enter the schedule parameters. If this...

You can view the Product Schedules associated with products on an Opportunity in two ways.   View schedules using Manage...

By default, in the Product Schedule app, when you update the Close Date of a pipeline Opportunity, the Schedule Date...

In the Product Schedule app, changing an Opportunity Product’s Quantity or Sales Price (Unit Price) automatically updates the Product Schedules...

Modifying product schedules can update the Total Price of an Opportunity Product Line Item for pipeline opportunities. To do this:...

You can change the schedule parameters of an Opportunity Product anytime during the pipeline stages of an Opportunity. This will...

In the Product Schedules app, deleting an Opportunity Product automatically deletes all associated Product Schedules. However, in some instances, you...

Product Schedules link automatically to any targets created by your system administrator. There are two types of schedule targets:  ...

When an Opportunity is set to Closed Won, the Booked Amount on the Product Schedule is locked to preserve the...

When the Opportunity is set to Closed Won, the Booked Amount value of your schedules is preserved and locked. This...

When using the straight-line method of calculating product schedules, we divide the Total Price of the Opportunity Product by the...

Salesperson Schedule Targets and Team Schedule Targets contain the following performance metrics. For Revenue Targets: Revenue Target. The scheduled revenue...

You can use the Schedule Status picklist field to track the progress of individual product schedules. By default, the Schedule...

If a customer cancels an agreement midway through a series of schedules, you will likely want to adjust the schedules...

Let’s say you are scheduling the revenue associated with the professional services associated with an opportunity. You’ve added an opportunity...

When the Product Schedules are created, the app automatically flags the first and last schedule associated with each Opportunity Product...

The GSP Product Schedules app includes four pre-built dashboards. You can access them by clicking the Dashboards tab, All Folders...

When salespeople schedule Opportunity Products in your company, do they think about revenue, quantity, or both? If salespeople think about...

You can modify the Product Schedules associated with Opportunity Products in two ways. Update schedules via the Manage Schedules button...