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Siebel Forecasting Guide > Common High-Level Forecast Usage Scenarios > Product Level ForecastingOften end users need product level forecasts for demand planning (product and quantities), revenue management (price and revenue), margin management (cost and margin analysis), operations planning (inventory and demand) and product marketing decisions (product mix, discount analysis, and pricing strategies). Forecast RequirementsNeed to associate multiple products to one opportunity or account; need the ability to auto-quote from opportunity revenues; need spreadsheet-like functionality to manage recurring revenue products or milestone-based product deliveries; need the ability to add product price, quantity, cost and margin; and need to see product hierarchy. Administrator Usage ScenarioThe administrator defines a product forecast series. The Auto Forecast Search Spec is set as follows: [Product] IS NOT NULL and [Calculated Primary Flag] = 'N'. This search pulls product revenue line items that have a product indicated into the forecast. End User Revenue Scenario
End User Forecast Scenario
NOTE: To rollup total quantity, the administrator needs to expose the quantity rollup in the total forecast. This is a simple configuration procedure. |
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