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Business Scenario for Forecasting Setup

This scenario is an example of a process performed by a forecast administrator. Your company may follow a different process according to its business requirements.

The forecast administrator has been told to create a number of different forecast series that the company will use for different sets of business requirements. He needs to create a forecast series and include search specs, forecast dates, and forecast participants or organizations. He creates a number of different forecast series: a personal forecast series with details, a personal forecast series without details, a global forecast series, a departmental forecast series, a hybrid forecast series, and a partner forecast series.

For each of the forecast series the administrator has created, the auto-forecast feature is turned on by default. This means that whenever a manager creates a forecast, any absentee subordinates' forecasts are created automatically. He decides to turn off this feature for the global forecast series.

Spreadsheet views will help end users to better work with revenues and forecasts. Spreadsheet views are set up automatically in the default Siebel application so that end users can view revenue data for revenues and forecasts. In order to for end users to access spreadsheet views with additional or different data such as revenue and best case or quantity or price, the administrator needs to configure these views.

Finally, the administrator sets up the forecast series dates to move ahead automatically, to make it easier for users when they need to create the same forecast month after month. Setting up the dates to move ahead means that end users do not have to manually change the dates each time they create a forecast using this forecast series.

NOTE:  This scenario, and the examples used throughout this chapter, illustrates the function of Siebel Forecasting in various customer environments. Each forecast series described addresses a different approach to forecasting and a different set of business requirements. Usually, no single company would create every one of these different forecast series.


 Siebel Forecasting Guide 
 Published: 18 April 2003