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Siebel Forecasting Guide > Common High-Level Forecast Usage Examples > Opportunity ForecastingEnd users often need a sales pipeline and actuals to proactively manage key deals, allocate sales resources, manage sales costs, and respond to competitive or industry trends. Forecast RequirementsThe forecast must allow opportunity management consistent with the company's sales methodology, for example, sales stage, revenue class, and probability. Administrator Usage ExampleThe administrator defines a forecast series with the name WW Sales. The Auto Forecast Search Spec is set as follows: [Calculated Primary Flag] = 'Y' This search pulls opportunity-level revenue items into the forecast. End User Revenue Example
End User Forecast Example |
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