Siebel Forecasting Guide > Common High-Level Forecast Usage Examples >

Indirect Sales Forecasting

This type of forecasting allows participants to roll up and submit their forecasts to managers outside of their reporting hierarchy.

Forecast Requirements

The forecasts must roll up to the manager as defined by the forecast hierarchy and not by the position hierarchy (which is the default).

User Revenue Example

The user:

• Creates revenue line items and opportunities so that they can be rolled up.

Administrator Usage Example

The administrator:

• Creates a forecast series where:
  • Visibility is defined as My Revenues - Indirect Sales.
  • The Submit To position for each participant in the forecast series is specified (as required).

User Forecast Example

The user:

• Creates a new forecast based on the forecast series
• Reviews the manager-subordinate relationships.
• Reviews the revenue details of direct and indirect subordinates, as defined by the forecast series.
• Submits the forecast.