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This approach allows sales managers, directors, and executives to find the opportunities or revenues that they are looking for by using a predefined query on the All or All Across Organizations views. The query includes some unique criteria that designates the type of opportunity or revenue the overlay sales manager can use to find the appropriate set of records.
For example, a product manager for a given product line might use a product-specific query on the All Revenues or All Revenues Across Organizations view to find each revenue related to their product line. A country manager for Germany might run a query on the All Opportunities view for every opportunity with the country code for Germany.
For more information about the All and All Across Organization views and forecast visibility, see Table 4.
|Siebel Forecasting Guide|