|Bookshelf Home | Contents | Index | PDF|
In 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.
If the detail depth is Revenue detail, a manager can edit the Adjustment field for his subordinates only in his Forecast Detail view. In the manager's Forecast Summary view, the Adjustment field for his subordinates is read-only as shown in Table 12.
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.
|Siebel Forecasting Guide||Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Legal Notices.|