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Partner Forecasting Option Two: Triggered by Partner Manager

Sometimes, a partner's revenues are a large part of a company's overall revenues and the company needs to be more proactive in managing these revenues, measuring the partners, and allocating resources to the channel partners.

In this example, a partner manager is responsible for entering partner revenues and for creating the partner forecast.

Forecast Requirements

The forecast must incorporate partner opportunities and revenues using an internal source, such as a partner manager, to minimize partner's responsibilities.

Administrator Usage Example

The administrator defines the partner forecast series. The Auto Forecast Search Spec is set up as follows:

[Partner] IS NOT NULL OR [Opportunity Primary Organization Partner Flag] = 'Y'.

This search specification pulls revenue line items that have a partner indicated into the forecast.

Then, the administrator makes sure the partner manager is associated with the forecast and that the partner manager's positional hierarchy rolls up correctly for the forecast process. For more information, see Siebel Partner Relationship Management Administration Guide.

End User Revenue Example

The partner manager:

  • Enters partner revenues or else they are imported into the Siebel application.
  • Maintains and manages the partner-specific revenues in the Partners > Revenues view or the Accounts or Opportunities > Revenues view.

End User Forecast Example

The partner manager:

  1. Creates his or her partner forecast or sales forecast and the partner revenues are automatically pulled into the forecast.
  2. Reviews, adjusts, and submits the forecast to his or her manager.

For more information, see Siebel Partner Relationship Management Administration Guide.

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