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Business Functions of Screens in Forecasting
Gathering Forecasting Requirements (Administrator)
Forecasting Process Design (Administrator)
Performance Considerations (Administrator)
Upgrading Automatically (Administrator)
Upgrading Using the Data Migration Utility (Administrator)
Using the Periods Table (Administrator)
Using the Currencies Table (Administrator)
Setting Up Currency Exchange Rates (Administrator)
Setting Up Employee Positions and Employee Reporting Structure (Administrator)
Using Revenue Classes and Revenue Types (Administrator)
Setting Up System Preferences for Forecasting (Administrator)
Business Scenario for Forecasting Setup
Example Process for Forecasting Setup
Creating a Forecast Series (Administrator)
Creating Search Specs for Forecast Series (Administrator)
Defining Forecast Series Dates (Administrator)
Adding Forecast Series Participants (Administrator)
Adding Forecast Series Organizations (Administrator)
Creating a Personal Forecast Series With Details (Administrator)
Creating a Personal Forecast Series Without Details (Administrator)
Creating a Global Forecast Series (Administrator)
Creating a Departmental Forecast Series (Administrator)
Creating a Hybrid Forecast Series (Administrator)
Creating a Partner Forecast Series (Administrator)
Inactivating Auto-Forecast (Administrator)
Revenue and Forecast Spreadsheet Configuration (Administrator)
Changing the Configuration of Spreadsheet Applets for New Views (Administrator)
Configuring Scrolling Buttons on Forecast and Revenue Spreadsheets (Administrator)
Adding a Dynamic Column to the Spreadsheet (Administrator)
Moving Forecast Dates Ahead Automatically (Administrator)
Business Scenario for Revenues
Configuring Revenue SmartScripts (Administrator)
Creating Revenue Plan Templates (Administrator)
Adding a New Revenue to an Opportunity
Adding Multiple or Recurring Revenues Using SmartScripts
Viewing the Revenue Spreadsheet
Using Revenue Charts for Reporting
Distinguishing Between Revenues
Business Scenario for Forecasting
Example Process for Forecasting
Viewing Subordinate's Forecasts
Viewing and Creating Subordinate's Forecasts Remotely
Adjusting a Detail Depth Forecast
Adjusting a Summary Depth Forecast
Adjusting a Subordinate's Forecast
Updating Revenues from a Forecast
Updating a Forecast with a Revenue Item
Changing the Visibility of My Team's Opportunities View (Administrator)
Using the My Team's Revenues View
Using the All and All Across Organization Views
Adding Overlay Managers to the Sales Team
Business Scenario for Importing and Exporting
Example Process for Importing and Exporting
Updating Predefined Mapping in Revenue Import Process (Administrator)
Common High-Level Forecast Usage Scenarios
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Siebel Forecasting Guide Published: 18 April 2003 |