---
title: "Revenue Types Overview"
slug: "revenue-types-overview"
description: "Revenue Types Overview. Fullcast Revenue Intelligence — fka Ebsta Knowledge Base."
updated: 2026-02-05T17:01:54Z
published: 2026-02-06T21:51:40Z
canonical: "support.fullcast.com/revenue-types-overview"
stale: true
---
> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Revenue Types Overview
## What are Revenue Types?
Revenue Types allow you to segment your pipeline into distinct revenue streams — like **New Business**, **Expansion**, or **Renewal** — for better visibility, forecasting, and quota tracking.
Revenue Types help you align forecasting, pipeline reviews, and analytics to the way your business sells and tracks performance.
## Why Revenue Types Matter
- **Clearer Pipeline Management:** Easily filter and track performance by revenue type.
- **More Accurate Forecasting:** Submit forecasts specific to each revenue type.
- **Better Insights:** Deal factors benchmarks are based on the closed won deals from each specific revenue type, aligning the best practice behavior of each revenue stream.
- **Streamlined Workflows:** Revenue Type filters are available across all Ebsta Revenue Intelligence products.
## Who Benefits?
- **Sales Reps:** Focus on the right deals with benchmarks based on similar deals within each revenue type.
- **Sales Leaders & Managers:** Gain deeper insights into pipeline risk and opportunity at a glance.
- **Revenue Operations:** Enable better segmentation and reporting of forecasts and performance.
Submitting Forecasts by Revenue Type:
Reviewing Forecasts and Quota Attainment by Revenue Type:
## 
## Get Started
If you would like to learn more about setting up Revenue Types, or how to best structure them for your team, please reach out to your Ebsta Customer Success Manager.
Checklist to get started:
1. **Define Revenue Type**
1. Identify your key revenue types (e.g., **New Business**, **Renewal**, **Expansion**).
2. Map each Opportunity to a revenue type using Opportunity-level fields (This can include custom fields).
3. *Ensure each deal is aligned to **only one** revenue stream — deals can not overlap revenue types.*
2. **(Optional) Set Quotas by Revenue Type:** Define quota targets per revenue type for each user, Manager and VP, enabling segmented forecasting and quota tracking.
3. **Establish Benchmark Thresholds**
1. Thresholds define the **minimum number of closed-won deals** (from the current and previous 3 quarters) needed to generate reliable benchmarks.
2. Thresholds are set **per revenue type** — not per user or team — default values can be set and can be updated via our support team.
3. **How Benchmarking Works:** If a user doesn’t meet the threshold, Ebsta rolls up to the next level in the hierarchy (e.g., team, region, department etc) until the requirement is met.
4. **Key Considerations**
1. Ensure all opportunities are mapped to a revenue stream.
2. Review or adjust threshold defaults.
3. Confirm team hierarchy is correct for benchmark fallback logic.