Siebel Dealer Administration Guide > Dealers' Use of Siebel Dealer for Sales > Process of Creating the Yearly Forecast (Dealer) >

Creating the Store Yearly Forecast (Dealer)

After all the sales managers have entered their forecasts for the year, the dealership's general manager can create the store yearly forecast on the basis of the sales manager's forecasts.

The general manager can use the Store Yearly Forecast view of the Yearly Forecast screen to look at the total yearly forecast for the store for each period, which is the sum of all the sales managers' yearly forecasts. The general manager can also use this screen to look at each sales managers' yearly forecast for each period. Employees records will appear only if they have been included as part of the store yearly forecast.

The general manager may want to adjust the yearly forecast for each period. For example, the sales managers may have been too optimistic, and given economic conditions, the general manager may think it is more realistic to set a lower store yearly forecast than the store yearly forecast based on the sales managers' yearly forecasts.

If the sales managers have not all entered their forecasts, the general manager can add records and enter forecasts for those sales managers.

This task is a step in Process of Creating the Yearly Forecast (Dealer).

To add sales managers' forecasts to the store forecast

1. Navigate to the Yearly Forecast screen.
2. From the Show drop-down list, select Store's Yearly Forecast.
3. In the Yearly Forecast list, select the record for the coming period, and scroll down to view the Sales Manager's Monthly Forecast list.
4. If all the sales managers' forecasts are not listed there, you can add records for individual sales managers or for all sales managers.
   1. In the Sales Managers Yearly Forecast list, from the menu, select Add Employee and use the dialog box to add individual sales managers.
   2. In the Sales Managers Yearly Forecast list, from the menu, select Add All Employees to add all sales managers who are not already on the list.

      Records for sales managers are created with zero values.

5. For any sales managers that have been added to the list, enter values in the Yearly Forecast Retail New, Yearly Forecast Retail Used, and Yearly Forecast Fleet fields.

To create the store yearly forecast

1. Navigate to the Yearly Forecast screen.
2. From the Show drop-down list, select Store's Yearly Forecast.

   In the Yearly Forecast list, there are records for all the periods in the yearly forecast, with new, used, and fleet sales figures that are the sum of all the sales managers' yearly forecasts for that period.

3. Select a record in the Yearly Forecast list and scroll down to view the Sales Manager's Yearly Forecast list, which includes all the sales managers' yearly forecasts for that period.
4. If the general manager thinks the sales managers' estimates are not accurate, the general manager adjusts the forecast for the store by editing the New, Used, and Fleet fields for that period.
5. Click Roll-Up.

   The yearly forecast appears.

6. Repeat Step 3, Step 4, and Step 5 to create a store forecast for every period in the yearly forecast.