Siebel Dealer Administration Guide > Dealers' Use of Siebel Dealer for Sales > Process of Creating the Monthly Forecast (Dealer) >

Creating Sales Managers' Monthly Forecasts (Dealer)

After the sales consultants who report to a sales managers have entered their forecasts, the sales manager can create a forecast on the basis of the sales consultant's forecasts.

Sales managers look at their reports' forecasts. The default forecast for the sales manager is the sum of all the reports' forecasts. The sales manager can adjust this forecast to set a more realistic forecast for the month.

If any sales consultant has not entered a monthly forecast, the sales manager can add a record and enter forecast figures for that employee.

This task is a step in Process of Creating the Monthly Forecast (Dealer).

To add sales consultants' forecasts

1. Navigate to the Monthly Forecast screen.
2. From the Show drop-down list, select Manager's Monthly Forecast.
3. In the Monthly Forecast list, select the record for the coming period, and scroll down to view the Sales Consultant's Monthly Forecast list, which includes the forecasts for that month of all the sales consultants who report to this sales manager.

   If a sales consultant has not created a forecast, there will be no record for that sales consultant.

4. If all the sales manager's reports are not listed there, click Add All Employees Who Report To Me.

   If any employee has not created a record, a record for that employee is created with zero values.

5. For any sales consultants who have been added to the list, enter values in the Monthly Forecast Retail New, Monthly Forecast Retail Used, and Monthly Forecast Fleet fields.

To create a sales manager's forecast

1. Navigate to the Monthly Forecast screen.
2. From the Show drop-down list, select Manager's Monthly Forecast.
3. In the Monthly Forecast list, select the record for the coming period, and scroll down to view the Sales Consultant's Monthly Forecast list, which includes the forecasts for that month of all the sales consultants who report to this sales manager.
4. If the sales manager thinks the sales consultants' estimates are not accurate, the sales manager adjusts the monthly forecast for that period:
   1. In the Monthly Forecast list, the record for that period should already be selected.
   2. Change the values in the Monthly Forecast Retail New, Monthly Forecast Retail Used, and Monthly Forecast Fleet fields.
5. Click Roll-Up

   The monthly forecast appears.