Bookshelf Home | Contents | Index | PDF |
Siebel Forecasting Guide > Forecasting (End User) > Adjusting a Subordinate's ForecastWhen the sales manager creates a forecast, the Subordinates view is populated with the total value of each of the manager's subordinates' forecasts. This view offers the manager the ability to adjust the aggregate value of each subordinate's forecasts by a percentage based on the individual's historical forecasting accuracy. The percentage adjustment is entered manually into the Adjust % field. The Revenue field is factored by this percentage and the result is displayed in the Adjusted Revenue field. NOTE: Managers can only adjust a subordinate's forecast from the Subordinates view if the forecast is a summary type forecast. To see the details of a subordinate's forecast, drill down on the Owner hyperlink. TIP: The Siebel administrator or sales manager can change the status of a submitted forecast to allow an end user to revise a forecast and submit it again. This simplifies the process of revising a forecast. To adjust a subordinate's forecast
NOTE: In Siebel 2000, managers used a Revise Forecast button to adjust forecasts after they had been submitted. In Siebel 7.0, the Revise button is no longer needed to revise subordinate forecasts because end users can delete their active forecasts. Also, managers can submit or unsubmit a subordinate's forecast by changing the Status field in the forecast from Active to Submitted or vice versa. |
Siebel Forecasting Guide |