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Viewing Forecast Details

Forecast details define the elements that sum to the total forecast amount. At the sales representative level, the details include each of the revenue items queried into the forecast. The manager's forecast details can include summary amounts for immediate subordinates, if it is a summary type forecast, and direct revenue from the manager's own deals. The manager's forecast can include subordinates' forecast details, for a detail type forecast, instead of summaries depending on how the forecast series is set up.

Details can be adjusted. To view the adjustment history click the Date hyperlink. Also, from the menu button end users can unadjust, update from revenue, update to revenue, auto-adjust an item from the last forecast, and see net revenue change from the last forecast.

NOTE:  The forecast owner can modify the revenue values displayed in the Details view. However, these changes are not automatically aggregated into the forecast total. The end user must click the menu button, and then click Rollup Parent Forecast to recalculate total forecast revenue.

Three options are available for viewing the details of a forecast.

  • List
  • Spreadsheet
  • Chart

To view forecast details

  1. Navigate to the Forecasts screen.
  2. In the Forecasts list, drill down on the forecast for which you want to view the details.
  3. In the Details view, drill down on each revenue item to view more information or click the List, Spreadsheet, or Chart hyperlink to view all details.

    The information is displayed based on your selection.

Siebel Forecasting Guide