Bookshelf Home | Contents | Index | PDF |
Siebel Forecasting Guide > Forecasting (End User) > Adjusting a Detail Depth ForecastIn a detail depth forecast, each revenue line item in the Details view is rolled up through the reporting hierarchy. As a result, senior management has access to every forecast detail revenue item for its review. In this scenario, users should make sure that every adjustment is made in the Details view. After adjusting the details, end users must click Rollup to recalculate the modified forecast. To see forecast details by periodic summary, end users can view the forecast from the Summary view tab. Once a manager adjusts a subordinate's detail record, the Siebel application maintains an adjustment history. Levels of management above can view the adjustment history, however, the subordinate, whose forecast record was adjusted cannot view the adjustment. NOTE: If end users are unclear about the forecast type their company uses, they should see their Siebel administrator or a member of their sales operations team. To adjust a detail depth forecast
|
Siebel Forecasting Guide |