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Example Process for Forecasting

This is an example of a process an end user might follow to use forecasting. Your company may follow a different process according to its business requirements.

  1. Create a forecast. For information, see Creating a Forecast.
  2. View forecast details. For information, see Viewing Forecast Details.
  3. Add forecast details. For information, see Adding Forecast Details.
  4. View a forecast summary. For information, see Viewing Forecast Summary.
  5. View a subordinate's forecast. For information, see Viewing Subordinate's Forecasts.
  6. Working with subordinate's forecasts from Siebel Remote Web Client. For information, see Viewing and Creating Subordinate's Forecasts Remotely.
  7. Creating a partner forecast. For information, see Creating a Partner Forecast.
  8. Rolling up a forecast. For information, see Rolling Up Forecasts.
  9. Adjust a detail depth forecast. For information, see Adjusting a Detail Depth Forecast.
  10. Adjust a summary depth forecast. For information, see Adjusting a Summary Depth Forecast.
  11. Auto-adjust a forecast. For information, see Auto-Adjusting a Forecast.
  12. Unadjust a forecast. For information, see Unadjusting a Forecast.
  13. Adjust a subordinate's forecast. For information, see Adjusting a Subordinate's Forecast.
  14. Update a revenue from a forecast. For information, see Updating Revenues from a Forecast.
  15. Update a forecast with a revenue item. For information, see Updating a Forecast with a Revenue Item.
  16. Analyze a forecast. For information, see Analyzing Forecasts.
  17. Submit a forecast. For information, see Submitting a Forecast.

 Siebel Forecasting Guide 
 Published: 18 April 2003