|Bookshelf Home | Contents | Index | PDF|
This view offers the manager the ability to adjust the aggregate value of each subordinate's forecasts by a percentage based on the individual's historical forecasting accuracy. The percentage adjustment is entered manually into the Adjust % field. The Revenue field is factored by this percentage and the result is displayed in the Adjusted Revenue field.
A manager cannot edit any of the other fields in the Subordinates view and this also applies to new fields added to the view. If a manager needs to adjust revenue or other details for subordinates, he must do so in the Details view.
TIP: The Siebel administrator or sales manager can change the status of a submitted forecast to allow an end user to revise a forecast and submit it again. This simplifies the process of revising a forecast.
NOTE: In Siebel 2000, managers used a Revise Forecast button to adjust forecasts after they had been submitted. In Siebel 7.0 and later, the Revise button is no longer needed to revise subordinate forecasts because end users can delete their active forecasts. Also, managers can submit or unsubmit a subordinate's forecast by changing the Status field in the forecast from Active to Submitted or vice versa.
|Siebel Forecasting Guide||Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Legal Notices.|