This chapter contains information about setting up Siebel Forecasting. It includes the procedures that an administrator must perform to create a forecast series, and it discusses the different types of forecast series.

This chapter includes the following topics:

• 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
• Creating a Personal Forecast Series With Details
• Creating a Personal Forecast Series Without Details
• Creating a Global Forecast Series
• Creating a Departmental Forecast Series
• Creating a Hybrid Forecast Series
• About Creating a Partner Forecast Series
• Inactivating 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
• Moving Forecast Dates Ahead Automatically