Bookshelf Home | Contents | Index | PDF |
Siebel Forecasting Guide > Common High-Level Forecast Usage Scenarios > Global Account or Product ForecastingA global account or product can be forecasted three ways. Global Account Forecast SnapshotPerform a global forecast that pulls in only data from the key accounts or one account. Set the forecast's visibility to All Revenues and the Auto Forecast Search Spec to Account = 'CompanyName*'. NOTE: This can also be done for a Product Line or Division. Ad Hoc Global Account Revenues ScreenPredefined query is saved in the Revenues screen and used for EIS reporting, analytics, and exporting. Define and save a predefined query in the Revenues screen as follows: Account = CompanyName and [Calculated Primary Flag] = 'Y' (for opportunity level revenue management). NOTE: This can also be done for a Product Line or Division. Account Revenues ManagementManage and evaluate revenues associated with an account from the Revenues view in the Accounts screen. NOTE: This can also be done by Product, Contact, Partner, or Project. |
Siebel Forecasting Guide |