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

Creating the Framework for Monthly and Yearly Forecasts (Dealer)

Before doing forecasts, the general manager of the dealership creates the framework for the forecasts by specifying:

• Periods. By default, sales consultants and managers enter their estimated sales for each month, but you can also choose a different period.
• Employees. You must specify which employees will be included in the store yearly forecast and the store monthly forecasts for the next year. This option only applies at the store level; all sales consultants will be included in the sales manager's monthly forecasts and will have sales goals generated, even if they are not included in the store forecast.

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

The general manager can create the frameworks for the yearly and monthly forecast at different times, but it is most common to create both at the same time, at the end of the year when the general manager is planning for the next year. This most common practice is described here.

NOTE:  When new employees are added during the year, the general manager must add them, using the following procedure if the general manager wants to include them in the yearly and monthly forecasts.

To select the period for yearly and monthly forecasts

1. Navigate to the Dealer Preference screen.
2. In the Period field, select the period you want to use.

To specify which employees are included in the store yearly and store monthly forecasts

1. Navigate to the Dealer Preference screen.
2. In the link bar, click Employee Yearly and Monthly Forecast Admin.

   The Employee Yearly and Monthly Forecast Admin list appears. It includes all the employees in the store.

3. In the Employee Yearly and Monthly Forecast Admin list:
   • Select the Part of Store Yearly Forecast field to include an employee in the yearly forecast.
   • Select the Part of Store Monthly Forecast field to include an employee in the monthly forecast.
4. Repeat Step 3 for all the employees who will be included in the yearly forecast and monthly forecasts.