How to Update Forecast Engagement Revenue

Once the Aspirational Revenue target has been set, this can be split into revenue certainty levels.  There are 3: Marriage, Engagement and Dating.  See What is Marriage, Engagement and Dating Revenue?

Engagement revenue allows you to define possible revenue and a certainty percentage.

1. Go to the Forecast Summary screen.
2. Click the Edit pencil on the Engagement Revenue line.
3. Either create a new revenue source, or go to Step 5 to update an existing revenue source:
   1. Click + Add new revenue source to add a new source of revenue.
   2. Enter the name of the Revenue source.
   3. Click + Add new revenue line to add the type of revenue to this source. Either select from the list of revenue types already used, or enter a new one.  Repeat this for each revenue type.
   4. For each revenue type, enter the monthly forecast revenue amount. Note the Fill button allows you to copy the amount entered to each month.  You can then manually update individual months as needed.
   5. Enter the Certainty of receiving the revenue as a percentage.  Note you can select to enter a Certainty for all months (the same percentage) or for each month by clicking on the Certainty drop-down. The Weighted Revenue (Certainty % x Revenue Amount) per revenue type will be displayed.
   6. Click Accept & Save when the Revenue Source is complete.
4. Repeat Step 3 to add other revenue sources.
5. To update an existing revenue source:
   1. Click the Edit pencil next to the source.
   2. Type over the amounts to update them as needed.
   3. Change the Certainty percentage if required.
   4. Click Accept & Save.
6. Click Done when all the Engagement Revenue Sources have been created/updated.