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Adjusting a Summary Depth Forecast

In a summary depth forecast, each record in the Summary view is rolled up to your direct manager. As a result, a manager can see his own detailed line item records and the summary records of his direct subordinates from his forecast Details view. Users can adjust detail records and click Rollup to calculate the modified forecast. They can then further adjust those records from the Summary view.

A manager can make an additional adjustment to a subordinate's forecast from the Subordinates view in the Forecasts screen. In this view, a manager can see the total forecast revenue amount for his direct subordinates. A manager can also make a broad percentage adjustment. This percentage adjustment is calculated into the rollup for each subordinate when the Rollup button is clicked. For more information, see Adjusting a Subordinate's Forecast.

If the detail depth is Summary Only, a manager can edit the Adjustment field for his subordinates only in his Forecast Summary view. In the manager's Forecast Detail view, the Adjustment field for his subordinates is read-only as shown in Table 12.

NOTE:  A subordinate's forecast cannot be adjusted from the Subordinates view in a detail type forecast.

To adjust a summary depth forecast

  1. Navigate to the Forecasts screen.
  2. In the Forecasts list, drill down on the forecast you want to adjust.
  3. Click the Summary tab and then select the summary record you want to adjust.
  4. Adjust the revenue, best case, worst case, or other value that you want to modify.

    NOTE:  Any adjustments made to the Total Revenue in the previous forecast and the Total Revenue amount in the previous forecast in the same series, will be reflected in the Last Forecast Adjustment and Last Forecast Total Revenue values in the Summary Tree and list views.

    Repeat Step 3 through Step 4 for each line item that you want to adjust.

    Adjustments to summary records immediately update the totals for the Forecast record.

NOTE:  Any adjustments made to the summary records overwrite the sum of the adjustments made to the detail records.

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