Okay... what is the best way, within the Potential Form to capture these two different scenerios, and keep the functionality of tracking Revenue accurate.  

 

Our Sales Rep would work on a HUGE deal with a major Retailer for 2.5 million bottles of our product for 1 year. How would I capture that in a potential? (2.5 million x price/unit)/12 (months in a year)?

 

Sometimes our sales people cut deals for ONE year, others cut deals for one time shipments. The one time shipment is pretty simple... It is when someone is working on a deal moving forward... Do you just estimate Annual Sales and divide by 12 months, then use that figure in Revenue?

 

Should I create a new field that Annual Revenue, and tell them the rule the Potential Revenue is MONTHLY... I guess that is my question. Should that field always be a MONTHLY number!

 

Thanks so much for your ideas on this...

 

Earl Stoddard...