Which Schedule Type should you use?

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

If salespeople think about scheduling revenue, then you use Revenue Schedules. However, if salespeople focus more on scheduling quantity, use Quantity Schedules.

In this context, remember that if you set up quantity scheduling, the app still generates the Revenue Amount for each Quantity Schedule. You can track revenue and quantity over time in reports and dashboards.

However, the critical factor is which metric I will manipulate in the Mass Edit Page. If the business considers the monthly quantity they send the customer, then quantity schedules are the way to go. However, if the business considers the revenue they are invoicing the customer each month, then revenue scheduling is the choice for your business.