| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel Forecasting Guide > Forecasting >
Forecast Adjustments
Managers can adjust subordinate forecasts in one of the following three ways:
- At the detail level from the Forecast > Details view tab for a detail type forecast.
- By summary period from the Forecast > Summary view tab for a summary type forecast.
- By subordinate for percentage adjustments for summary type forecasts.
When a sales representative clicks Rollup for a specific forecast while in the forecast's Details view, the forecast is summed into the corresponding periodic summary records, which is displayed from the Summary view tab. When summary records are updated by the rollup process or manually, the Total Forecast Revenue field automatically calculates the values of the summary records. When a sales representative clicks Rollup, any prior adjustments to the summary records are overwritten with the new values brought in from the detail records.
| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel Forecasting Guide Published: 18 April 2003 |