Siebel Forecasting Guide > Forecasting (End User) >

About Forecast Adjustments

Managers can adjust subordinate forecasts in one of the following three ways:

  • At the detail level from the Forecasts > Details view for a detail type forecast
  • By summary period from the Forecasts > Summary view for a summary type forecast
  • By subordinate for percentage adjustments for summary type forecasts

When a sales representative clicks Rollup for a specific forecast while in the forecast's Details view, the forecast is summed into the corresponding periodic summary records, which is displayed from the Summary view tab. When summary records are updated, the total displayed in the Forecast Revenue field is also updated. When a sales representative clicks Rollup, any prior adjustments to the summary records are overwritten with the new values brought in from the detail records.

Siebel Forecasting Guide