Siebel Partner Relationship Management Administration Guide > Managing Sales with Siebel PRM > Examples for Forecasting Partner Sales >

Partners Forecast Their Revenue Without the Brand Owner Viewing Forecasts

Previous examples focused on producing forecasts for the brand owner company, though the partner company could sometimes share the forecasts. In the following examples, forecasts are produced exclusively for the use of the partner company:

• The channel manager creates a direct partner forecast series that only the partner relationship manager can run.
• Multiple partner employees create rollup forecasts.

The Channel Manager Creates a Direct Partner Forecast Series

In this example, the channel manager creates a forecast series that allows only the partner relationship manager to run a forecast of the partner's own revenue. The partner relationship manager does not share this information with the brand owner.

The steps are identical to the steps in The Brand Owner Creates a Direct Annual Forecast of Revenue for One Partner Organization. The only difference is that instead of adding the channel manager to the Forecast Participants, you add the partner relationship manager at the partner company. Then, only the partner company can run these forecasts of its annual revenue.

Multiple Partner Employees Create Rollup Forecasts

In this example, multiple partner employees run a forecast of the partner company's revenue. The partner does not share this information with the brand owner.

The steps required for this example are identical to the steps in The Brand Owner Creates a Rollup Forecast of Annual Revenue for a Partner Organization. The only difference is that the channel manager at the brand owner company is not included in the Forecast Series Participants list, so the brand owner does not automatically have visibility into the forecast.