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Siebel Forecasting Guide > Common High-Level Forecast Usage Examples > Partner Forecasting Option Two: Triggered by Partner ManagerSometimes, a partner's revenues are a large part of a company's overall revenues and the company needs to be more proactive in managing these revenues, measuring the partners, and allocating resources to the channel partners. In this example, a partner manager is responsible for entering partner revenues and for creating the partner forecast. Forecast RequirementsThe forecast must incorporate partner opportunities and revenues using an internal source, such as a partner manager, to minimize partner's responsibilities. Administrator Usage ExampleThe administrator defines the partner forecast series. The Auto Forecast Search Spec is set up as follows: [Partner] IS NOT NULL OR [Opportunity Primary Organization Partner Flag] = 'Y'. This search specification pulls revenue line items that have a partner indicated into the forecast. Then, the administrator makes sure the partner manager is associated with the forecast and that the partner manager's positional hierarchy rolls up correctly for the forecast process. For more information, see Siebel Partner Relationship Management Administration Guide. End User Revenue Example
End User Forecast Example
For more information, see Siebel Partner Relationship Management Administration Guide. |
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