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Siebel Forecasting Guide
What's New in This Release
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Overview of Forecasting
About Siebel Forecasting
Forecasting Terms
Key Features of Siebel Forecasting
About Forecasting Screens
About Types of Forecasts
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Getting Started with Siebel Forecasting
About Forecasting Requirements
About Forecasting Process Design
Guidelines for Improving Forecasting Performance
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Forecasting Migration
About Forecasting Migration
About the Automatic Upgrade Feature
About the Data Migration Utility
Upgrading Forecasting Automatically
Upgrading Forecasting Using the Data Migration Utility
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Forecasting Prerequisites
About Using the Periods Table in Forecasting
About Using the Currencies Table in Forecasting
About Setting Up Currency Exchange Rates for Forecasting
About Using Units of Measurement in Forecasting
About Units of Measurement and Product Definitions
Setting Up Units of Measurement Conversion for Forecasting
About Setting Up Employee Positions and Employee Reporting Structure for Forecasting
About Revenue Classes and Revenue Types
About Forecasting System Preferences
Forecast: Auto-Forecast System Preference
Forecast: Use Server System Preference
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Setting Up Forecasting
About Forecast Series
Scenario for Setting Up Forecasting
Creating a Forecast Series
Creating Search Specifications for Forecast Series
Defining Forecast Series Dates
Adding Forecast Series Participants
Adding Forecast Series Organizations
Adding Aggregation Levels
Adding a Custom Field for Aggregation
Moving Forecast Dates Ahead Automatically
About Copying a Forecast Series
Types of Forecast Series
Creating a Personal Forecast Series with Details
Creating a Personal Forecast Series without Details
Creating a Standard Personal Forecast Series
Creating a Global Forecast Series
Creating a Departmental Forecast Series
Creating a Hybrid Forecast Series
Setting Up Customer Adaptive Forecasting
About Creating a Partner Forecast Series
Deactivating Auto-Forecast
About Configuring Revenue and Forecast Spreadsheets
Modifying Spreadsheet Applets for Forecasting
Configuring Spreadsheet Scrolling Buttons for Forecasting
Adding a Dynamic Column to the Spreadsheet
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Revenues
About Revenues
About Opportunities, Accounts, and Products
Scenario for Using Revenues
About Configuring Revenue SmartScripts
Creating Revenue Plan Templates
Adding a New Revenue to an Opportunity (End User)
Adding Multiple or Recurring Revenues Using SmartScripts (End User)
Adding a Split Revenue (End User)
Using a Revenue Plan (End User)
Reviewing Revenues (End User)
Modifying a Revenue Item (End User)
Viewing the Revenue Spreadsheet (End User)
Using Revenue Charts for Reporting (End User)
About Using Revenue Reports (End User)
About Distinguishing Between Revenues (End User)
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Forecasting (End User)
Scenario for Forecasting
Scenario for Forecasting - Product Quantity Forecasting
Setting a Default Unit of Measurement
Creating a Forecast
Adding Forecast Details
Adding Ad-Hoc Revenue Line Items to a Forecast
Viewing Forecasts
Viewing Forecast Details
Viewing the Forecast Summary
Viewing a Subordinate's Forecasts
Viewing and Creating Subordinate's Forecasts Remotely
About Forecast Adjustments
Adjusting a Detail Depth Forecast
Adjusting a Summary Depth Forecast
Adjusting a Standard Depth Forecast
Auto-Adjusting a Forecast
Unadjusting a Forecast
Adjusting a Subordinate's Forecast
API Driven Forecasting
Submitting a Forecast
Rolling Up a Forecast
Refreshing a Forecast
Rejecting a Subordinate's Forecast
Updating Revenues from a Forecast
Updating a Forecast with a Revenue Item
About Analyzing Forecasts
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Matrix Sales Organization
About the Matrix Sales Organization
About Changing the Visibility of My Team's Opportunities View
About Using the My Team's Revenues View (End User)
About Using the All and All Across Organization Views (End User)
About Adding Overlay Managers to the Sales Team (End User)
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Importing and Exporting Forecast Information
Scenario for Importing and Exporting
Exporting Forecast Data (End User)
Importing Revenue Data (End User)
Exporting Revenue Data (End User)
About Updating Predefined Mapping in the Revenue Import Process
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Troubleshooting Forecasting and Revenues
Troubleshooting Forecasting and Revenues
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Common High-Level Forecast Usage Examples
Product Quantity Forecasting
Opportunity Forecasting
Service Forecasting
Product Level Forecasting
Cost-Margin Forecasting
Worst, Expected, Best (WEB) Forecasting
Partner Forecasting Option I: Partner Portal
Partner Forecasting Option II: Triggered by Partner Manager
Opportunity Product Forecasting
Weighted Average—Expected Revenue Forecasting
Global Account or Product Forecasting
Indirect Sales Forecasting
Forecast Summary Spreadsheets
Last Forecast Adjustment Amounts
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Forecasting User Properties
About Forecasting User Properties
Forecast 2000 - Forecast User Properties
Forecast 2000 - Forecast Item User Properties
Forecast 2000 - Forecast Item Detail User Properties
Forecast 2000 - Forecast Item Detail Flat User Properties
Forecast 2000 - Forecast Item DynCol User Properties
Forecast 2000 - Forecast Series User Property
Forecast 2000 - Forecast Series Aggregation User Property
Forecast 2000 - Forecast Series Date User Properties
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API Driven Forecasting
About API Driven Forecasting
Forecast 2000 - Forecast Service
Forecast 2000 - Forecast Service Business Service Methods
Forecast 2000 - Forecast Service Business Service Method Arguments
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