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Forecast series dates determine when each forecast of that series occurs. Create a record in the Forecast Series Dates view for each date a forecast is to be run in that series. Forecasts typically occur according to a set pattern or frequency (for example: weekly, monthly, or quarterly) determined by the Interval and Interval Period Type fields in the Forecast Series form, and include some range of revenue records (for example, January 1 through June 30).
Forecasts can be static, with the end user almost always seeing the same range of dates, or rolling, with the end user seeing the effective date range for the forecast move each week or month. Typically, forecasts within a series involve some set amount of time, covering a range of six months or one year.
The forecast Start Date, End Date, History View Date, and History Edit Date are established using entries in the Siebel Periods table (see About Using the Periods Table in Forecasting). While the Start Date and End Date provide the range of dates for active (future) forecasting, the History View Date and History Edit Date provide the range of dates for historical forecasting. The historical information allows the end user to spot trends in opportunity, account, or product-related revenues when creating a forecast.
NOTE: When you change the value in the Start Date field, the value in the End Date field is updated automatically. However, when you change the value in the End Date field, the value in the Start Date field remains the same.
TIP: To produce multiple forecast start dates, you can copy the first record or click Add Next Date and it automatically moves the forecast date forward according to the defined interval. This only applies if it has been set up as such by the Siebel administrator. For information on setting this up, see Moving Forecast Dates Ahead Automatically.
|Siebel Forecasting Guide|