Siebel Forecasting Guide > Common High-Level Forecast Usage Scenarios >

Global Account or Product Forecasting

A global account or product can be forecasted three ways.

Global Account Forecast Snapshot

Perform a global forecast that pulls in only data from the key accounts or one account. Set the forecast's visibility to All Revenues and the Auto Forecast Search Spec to Account = 'CompanyName*'.

NOTE:  This can also be done for a Product Line or Division.

Ad Hoc Global Account Revenues Screen

Predefined query is saved in the Revenues screen and used for EIS reporting, analytics, and exporting.

Define and save a predefined query in the Revenues screen as follows: Account = CompanyName and [Calculated Primary Flag] = 'Y' (for opportunity level revenue management).

NOTE:  This can also be done for a Product Line or Division.

Account Revenues Management

Manage and evaluate revenues associated with an account from the Revenues view in the Accounts screen.

NOTE:  This can also be done by Product, Contact, Partner, or Project.