Symbols - A - C - D - E - F - G - H - I - M - O - P - Q - R - S - T - V

Symbols

.cfg file, about changing for mobile client   1

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A

All and All Across Organization view, using   1

analytics, about using to analyze forecasts   1

applet

spreadsheet applet, changing configuration of   1

spreadsheet applet, configuring static columns   1

Associate Search Spec, about   1

Auto Forecast Search Spec

about   1

auto-adjust, using   1

auto-forecast, inactivating   1

automatic upgrade feature, about using for   1

automatic upgrade feature, planning   1

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C

.cfg file, about changing for mobile client   1

charts

forecasts, about using to analyze   1

revenues, viewing in   1

tip, for using correct revenues   1

corporate snapshot forecast type, about   1

currencies

currencies table, about   1

currency exchange rates, about   1

currencies table, using   1

Currency Exchange Rates, setting up   1

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D

data migration

about   1

data migration utility, about using   1

data migration utility, using   1

data migration and automatic upgrade   1

data, minimizing duplication and improving performance   1

dates

moving start and end date automatically   1

departmental forecast series

creating   1

creating, about   1

detail depth forecast

adjusting   1

type, about   1

detail revenues, defined   1

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E

employee positions, setting up   1

employee reporting structure

setting up   1

exporting

business scenario   1

forecast data, exporting   1

revenue data, exporting   1

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F

Forecast Administration screen

about   1

forecast data, exporting   1

Forecast Details view, shows deleted items   1

forecast period, defined   1

forecast series

creating   1

dates, about   1

dates, defining   1

departmental forecast series, about creating   1

departmental forecast series, about creating (procedure)   1

example   1

global forecast series, about creating   1

global forecast series, creating (procedure)   1

hybrid forecast series, about creating   1

hybrid forecast series, creating (procedure)   1

organization, adding to   1

participants, adding   1

partner forecast series, about creating   1

personal forecast series, about creating with details   1

personal forecast series, about creating without details   1

personal forecast series, creating with details (procedure)   1

personal forecast series, creating without details (procedure)   1

personal forecast series, example process (diagram)   1

forecast spreadsheet

buttons, activating scrolling buttons   1

buttons, configuring   1

buttons, inactivating scrolling buttons   1

column types, about   1

configuring, about   1

groups, about   1

forecast start and end date, moving automatically   1

forecast summary, viewing   1

forecast types, list of   1

forecast visibility

modes (table)   1

opportunity visibility, changing   1

forecasting

See also About the Matrixed Sales Organization

analyzing, ways to   1

auto-adjust, using   1

business scenario   1

consistency, guaranteeing   1

creating   1

design process   1

detail depth forecast, adjusting   1

forecast details, adding   1

forecast details, viewing   1 ,  2

forecast summary, viewing   1

opportunity visibility, changing   1

overlay managers, adding to sales team   1

performance considerations   1 ,  2

revenue, updating forecast with   1

rollups, about and the Forecasts screen   1

submitting   1

subordinate's forecast, adjusting   1

subordinates forecasts, viewing   1

summary depth forecast, adjusting   1

unadjusting   1

viewing revenue items   1

forecasting process

design, process of   1

performance, minimizing complexity of   1

forecasting requirements

currencies table, using   1

Currency Exchange Rates, setting up   1

employee positions and reporting structure, setting up   1

Periods table, using   1

revenue classes and revenue types, using   1

system preferences, setting up   1

forecasting table, minimizing number of records   1

forecasting terms, table of   1

Forecasts screen, about   1

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G

global forecast series

creating   1

creating, about   1

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H

hybrid forecast series

creating   1

creating, about   1

hybrid forecast type, about   1

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I

importing

business scenario   1

revenue data, importing   1

Revenue Import process, updating predefined mapping   1

interval period, defined   1

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M

mobile users, setting up (system preferences)   1

multiple revenue, adding   1

My Team's Opportunities view, changing visibility   1

My Team's Revenues

caution, limiting the number of participants   1

reviewing   1

view, using   1

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O

opportunities

opportunity data, automatic update of   1

revenue items for subordinates, viewing   1

overlay sales managers, adding to sales team   1

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P

parent account, revenues not showing up   1

participants, minimizing number of   1

partner forecast

series, about creating   1

performance considerations

complexity of forecasting process, minimizing   1

data, minimizing the duplication of   1

forecasting table, minimizing number of records in   1

participants, minimizing the number of   1

Periods table, using   1

personal forecast series

creating with details   1

creating with details, about   1

creating without details   1

creating without details, about   1

process example (diagram)   1

positional hierarchies, setting up employee reporting structure   1

requirements

See also About Using the Currencies Table in Forecasting

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Q

queries, affecting Summary view   1

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R

recurring revenue, adding   1

reports

forecasts, about using to analyze   1

revenue reports, about creating   1

requirements

currencies table, using   1

Currency Exchange Rates, setting up   1

employee positions and reporting structure, setting up   1

Periods table, using   1

revenue classes and revenue type, using   1

system preferences, setting up   1

Resonate, about specifying the RequestServer parameter   1

revenue spreadsheet

revenues grouped in rows, guaranteeing   1

viewing   1

revenues

business scenario   1

charts, tip for using correct revenues   1

charts, viewing revenues in   1

classes, using   1

data, exporting   1

importing revenue data   1

multiple or recurring revenue, adding   1

My Team's Revenues, reviewing   1

new revenue, adding to opportunity   1

reports. about creating   1

revenue data, automatic update of   1

revenue item, modifying   1

revenue items, viewing   1

revenue plan templates, creating   1

revenue plan, using   1

revenue SmartScripts, configuring   1

revenue spreadsheet, viewing   1

reviewing   1

split revenue, setting up   1

spreadsheet, about column types   1

spreadsheet, about configuring   1

spreadsheet, about groups   1

spreadsheet, activating scrolling buttons   1

spreadsheet, configuring buttons on   1

spreadsheet, inactivating scrolling buttons   1

troubleshooting, not showing up in parent account   1

types, using   1

Revenues screen, about   1

Revise button, about in Siebel 7.0   1

rollup forecast type, about   1

rollups

about and the Forecasts screen   1

defined   1

run   1

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S

sales organization

All and All Across Organization views, using   1

matrixed sales organization overview   1

My Team's Opportunities view, changing visibility   1

My Team's Revenues view, using   1

overlay sales managers. adding to sales team   1

search

specification testing   1

specifications, common search specs (table)   1

specifications, list of   1

setup

See also Creating Search Specs for Forecast Series

Associate Search Spec, about   1

Auto Forecast Search Spec, about   1

auto-forecast, inactivating   1

business scenario   1

departmental forecast series, about creating   1

departmental forecast series, creating (procedure)   1

forecast series dates, about   1

forecast series dates, defining   1

forecast series participants, adding   1

forecast series, adding organization to   1

forecast series, creating   1

forecast series, example   1

forecast spreadsheet, about column types   1

forecast spreadsheet, about configuring   1

forecast spreadsheets, about groups   1

forecast visibility, modes (table)   1

global forecast series, about creating   1

global forecast series, creating (procedure)   1

hybrid forecast series, about creating   1

hybrid forecast series, creating (procedure)   1

partner forecast series, about creating   1

personal forecast series, about creating with details   1

personal forecast series, about creating with without details   1

personal forecast series, creating with details (procedure)   1

personal forecast series, creating without details (procedure)   1

personal forecast series, example process (diagram)   1

revenue spreadsheet, about column types   1

revenue spreadsheet, about configuring   1

revenue spreadsheets, about groups   1

scrolling buttons, activating scrolling buttons   1

scrolling buttons, configuring   1

scrolling buttons, inactivating scrolling buttons   1

Siebel Remote Web client, about creating forecasts   1

spreadsheet applet, changing configuration of   1

spreadsheet applet, configuring static columns   1

Siebel Remote Web client, about creating forecasts   1

SmartScripts, configuring revenue SmartScripts   1

split revenue, setting up   1

spreadsheet applet

about using   1

configuration, changing   1

static columns, configuring   1

user properties, configuring   1

subordinate's forecast

adjusting   1

viewing   1

summary depth

forecast type, about   1

forecast, adjusting   1

summary period, defined   1

summary revenues, defined   1

system preferences, setting up   1

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T

template, creating revenue plan template   1

terms, forecasting (table of)   1

total forecast revenue, defined   1

troubleshooting

Forecast Details view, shows deleted items   1

parent account, revenues not showing up   1

Summary view. queries affect information   1

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V

visibility

modes, table of   1

opportunity visibility, changing   1

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