Siebel Forecasting Guide > Common High-Level Forecast Usage Scenarios >
Partner Forecasting Option II: Triggered by Partner Manager
In some instances, a partner's revenues are a large part of a company's revenues and the company needs to be more proactive in managing these revenues, measuring the partners, and allocating resources to the channel partners.
Company needs to incorporate partner opportunities and revenues into forecasts using an internal source, such as a partner manager, to minimize partner's responsibilities.
Administrator Usage Scenario
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'. For more information, see Siebel Partner Relationship Management Administration Guide. 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.
End User Revenue Scenario
- Partner revenues are entered by the partner manager or imported into the Siebel application.
- Partner manager then maintains and manages the partner specific revenues in the Partners > Revenues view or the Accounts or Opportunities > Revenues view.
End User Forecast Scenario
- Partner manager can create his or her partner forecast or sales forecast and the partner revenues are automatically pulled into the forecast.
- Partner manager can review, adjust, and submit the forecast to his or her manager.
For more information, see Siebel Partner Relationship Management Administration Guide.