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Siebel Forecasting Guide > Common High-Level Forecast Usage Scenarios > Partner Forecasting Option II: Triggered by Partner ManagerIn some instances, a partner's revenues are a large part of a company's revenues and the company needs to be more proactive in managing these revenues, measuring the partners, and allocating resources to the channel partners. Forecast RequirementsCompany needs to incorporate partner opportunities and revenues into forecasts using an internal source, such as a partner manager, to minimize partner's responsibilities. Administrator Usage ScenarioThe 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'. For more information, see Siebel Partner Relationship Management Administration Guide. 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. End User Revenue Scenario
End User Forecast Scenario
For more information, see Siebel Partner Relationship Management Administration Guide. |
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