Siebel Forecasting Guide

What's New in This Release

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Overview of Forecasting

About Siebel Forecasting

About Key Features of Siebel Forecasting

About Forecasting Screens

About Forecasting Terms

About Types of Forecasts

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Getting Started with Siebel Forecasting

About Forecasting Requirements

About Forecasting Process Design

About Forecasting Performance Considerations

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Forecasting Migration

About Forecasting Migration

Upgrading Forecasting Automatically

Upgrading Forecasting Using the Data Migration Utility

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Forecasting Requirements

About Using the Periods Table in Forecasting

About Using the Currencies Table in Forecasting

About Setting Up Currency Exchange Rates for Forecasting

About Setting Up Employee Positions and Employee Reporting Structure for Forecasting

About Revenue Classes and Revenue Types

About Forecasting System Preferences

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Setting Up Forecasting

About Forecast Series

Scenario for Setting Up Forecasting

Creating a Forecast Series

Creating Search Specs for Forecast Series

Defining Forecast Series Dates

Adding Forecast Series Participants

Adding Forecast Series Organizations

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

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About Revenues

Scenario for Revenues

About Configuring Revenue SmartScripts

Creating Revenue Plan Templates

Adding a New Revenue to an Opportunity (End User)

Adding Multiple or Recurring Revenues Using SmartScripts (End User)

Adding a Split Revenue (End User)

Using a Revenue Plan (End User)

Reviewing Revenues (End User)

Modifying a Revenue Item (End User)

Viewing the Revenue Spreadsheet (End User)

Using Revenue Charts for Reporting (End User)

About Using Revenue Reports (End User)

About Distinguishing Between Revenues (End User)

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Forecasting (End User)

Scenario for Forecasting

Creating a Forecast

Viewing Forecast Details

Adding Forecast Details

About Viewing Forecast Summary

About Viewing Subordinate's Forecasts

About Viewing and Creating Subordinate's Forecasts Remotely

About Rolling Up Forecasts

About Forecast Adjustments

Adjusting a Detail Depth Forecast

Adjusting a Summary Depth Forecast

Auto-Adjusting a Forecast

Unadjusting a Forecast

Adjusting a Subordinate's Forecast

Updating Revenues from a Forecast

Updating a Forecast with a Revenue Item

About Analyzing Forecasts

Submitting a Forecast

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Matrixed Sales Organization

About the Matrixed Sales Organization

About Changing the Visibility of My Team's Opportunities View

About Using the My Team's Revenues View (End User)

About Using the All and All Across Organization Views (End User)

About Adding Overlay Managers to the Sales Team (End User)

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Importing and Exporting

Scenario for Importing and Exporting

Exporting Forecast Data (End User)

Importing Revenue Data (End User)

Exporting Revenue Data (End User)

About Updating Predefined Mapping in Revenue Import Process

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Troubleshooting Forecasting and Revenues

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Common High-Level Forecast Usage Scenarios

Opportunity Forecasting

Service Forecasting

Product Level Forecasting

Cost-Margin Forecasting

Worst, Expected, Best (WEB) Forecasting

Partner Forecasting Option I: Partner Portal

Partner Forecasting Option II: Triggered by Partner Manager

Opportunity Product Forecasting

Weighted Average—Expected Revenue Forecasting

Global Account or Product Forecasting

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Forecasting User Properties

Forecast 2000 - Forecast User Properties

Forecast 2000 - Forecast Item User Properties

Forecast 2000 - Forecast Item Detail User Properties

Forecast 2000 - Forecast Item Detail Flat User Properties

Forecast 2000 - Forecast Item DynCol User Properties

Forecast 2000 - Forecast Series User Property

Forecast 2000 - Forecast Series Date User Properties

About Forecasting User Properties

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Siebel Forecasting Guide