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Siebel Forecasting Guide > Common High-Level Forecast Usage Scenarios > Cost-Margin ForecastingThe company emphasizes cost and margin analysis in product planning and sales strategy. The company wants to use cost and margin analysis to drive lifetime value. Forecast RequirementsEnd users want to evaluate costs and margins on each opportunity or product revenue to determine the value of a deal. There is a need to evaluate these costs and margins over a series of scheduled revenues, as some opportunities may lose money initially, but over the long term are highly profitable. Administrator Usage ScenarioThe administrator defines a product cost/margin 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
NOTE: The spreadsheet needs to be configured so that Cost and Margin are exposed for each date. End User Forecast Scenario
NOTE: This scenario requires minor configuration to the revenue spreadsheet view to see the Cost and Margin by each date. For more information about configuring the revenue spreadsheet view, see About Configuring Revenue and Forecast Spreadsheets. |
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