What are the benefits of having deal revenue line items?
Having line items has the following benefits:
- Line items ensure the accuracy of the deal amount; the Amount field is automatically updated with the rolled-up price of all the products and services in the line items’ block.
- Synchronization of line items between a quote and a deal avoids data mismatch during proposal management.
- Synchronization of line items between a quote and a deal saves the sales representative’s time by eliminating the need for manual data entry.
- Line items facilitate easy reporting on product level pipeline and forecasting.