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Siebel Consumer Goods Guide > Trade Funds > Forecasting Accrual Funds (End User)Key account managers or administrators may wish to be able to forecast the amount of revenue that will be generated from an accrual fund. They can do this through any of the Administration Fund views or through the Funds view for an account. The forecast calculation is based on SVP baseline records that are associated with the fund. The user clicks the Forecast button and the appropriate SVP baseline records and calculates the total estimated shipment that will be used to forecast the accrual fund. The baseline records that are used are dependent upon the following rules:
These records are associated with an accrual fund in much the same way that SVP baseline records are associated with promotions. After the SVP baseline records are associated with the accrual fund, adjustments are made for partial weeks. Then the SVP baseline records are rolled-up to the source product, where the Accrual Rate or Accrual % is applied to calculate the Forecast for source products. Then, the forecast per source product is rolled-up to the account accrual fund. This task is a step in Process of Managing Trade Funds. To create a forecast for an accrual fund
When you have created the forecast for the accrual fund, you can examine the forecasted revenue for both the fund and for each Source Product associated with the fund. To review the forecasted revenue for accrual funds and their source products
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Siebel Consumer Goods Guide |