Siebel Forecasting Guide > Setting Up Forecasting >

Creating a Forecast Series

The following procedure describes how to create a forecast series.

To create a forecast series

1. Navigate to the Administration - Forecast screen > Forecast Administration view.
2. In the More Info form, create a new record and complete the necessary fields. Some fields are described in the following table.

   Field Name	Comments
   Series Name	Typically gives some insight as to how the forecast series is used, what the forecast series includes, or how often it is run.
   Detail Depth	Choices are: Revenue Detail and Summary Only. Determines whether the user's forecast details are copied into the manager's forecast or simply summarized in a set total. The default value for this field, Summary Only, is the recommended setting for most customers.
   Visibility	The visibility mode applied to the Revenue table in the selection of forecast records. Choices are: My Revenues, My Team's Revenues, All, and All Across Organizations. These views are described in Table 4. The default value for this field is My Revenues.
   Interval Period Type	The type of forecast interval period (includes Day, Week, Month, Year, and Quarter). The default type is Month.
   Interval	When used in conjunction with the Interval Period Type field, this field determines the default amount of time that passes between forecasts of a given series. The default interval is 1, meaning that forecasts in this series have an interval of one unit of time indicated by the Interval Period Type.
   Summary Period Type	Determines the buckets into which revenues are aggregated for each forecast in this series. Choices are based on period types and may include periods from a day to a year. The default type is Month, meaning that the Forecast Summary view shows monthly totals.
   Active	Indicates whether the forecast series is available for forecasting purposes to anyone listed in the Forecast Series Participants list on the dates indicated on the Forecast Series Dates list. By default, this box is selected.
   Public Access	Read-only. When selected, allows each employee within the selected organization to access the forecast and create a forecast. It is only selected when an organization is added.
   Auto Forecast Search Spec	Determines which revenue items are automatically included when a forecast is created. If a query is not specified here, then the sales representative's revenue records, within the applicable date range, are included in the forecast. For more information, see Auto Forecast Search Spec and Associate Search Spec.
   Associate Search Spec	The filter that is applied to the Add New Records list on the Forecast Details view. This field determines which revenue items the end user can manually add to a forecast. For more information, see Auto Forecast Search Spec and Associate Search Spec.
   Rollup Search Spec	Indicates which detail records are included in the forecast summary amounts. The Rollup Search Spec can vary from one forecast series to another, and may be based on revenue type, revenue class, probability, or any other field on the forecast detail record. TIP:   The Rollup Search Spec is based on fields from the Forecast 2000 -- Forecast Item Detail Flat business component, not Revenue.

3. Add dates and participants.

   For instructions, see Defining Forecast Series Dates and Adding Forecast Series Participants.

NOTE:  A hybrid forecast uses My Revenues and My Team's Revenues simultaneously by adjusting the Visibility field in the Forecast Series Participants view. For more information about hybrid forecasts, see Creating a Hybrid Forecast Series.