Siebel Partner Relationship Management Administration Guide > Managing Sales > Scenarios for Forecasting Partner Sales >

Partner Managers at the Brand Owner Forecast Revenue for Multiple Partners

In the following scenario, we will look at how a channel manager forecasts revenue for multiple partner companies:

• The brand owner forecasts revenue for all partners that a partner manager oversees.

The Brand Owner Forecasts Revenue for All Partners that a Partner Manager Oversees

In this scenario, there are multiple channel managers at the brand owner organization. Each channel manager oversees partnerships with a distinct group of partner organizations.

A channel manager at a brand owner organization wishes to track the revenues associated with his or her own partners, but does not want other channel managers to be able to view these forecasts. In this scenario, only the channel manager will be able to see the forecast.

This scenario consists of the following steps:

• Step 1. Create the forecast series.
• Step 2. Create the forecast.

Step 1: Creating the forecast series

The channel manager creates a forecast series that defines forecasts that would cover annual revenue of three specific partners (Partner X, Partner Y, and Partner Z) and be run once every quarter.

To create the forecast series

1. Navigate to the Forecast Admin screen.
2. In the Forecast Series list, click the menu button, then click New Record.
3. Enter the following values in the fields of the new record.

   Field	Comment
   Name	A name for the forecast, such as Channel Manager's Annual Forecast of Partners X, Y, and Z.
   Auto Forecast Search Spec	([Sales Rep Organization] = 'Partner X' or [Sales Rep Organization] = 'Partner Y' or [Sales Rep Organization] = 'Partner Z') and [Committed] = 'Y' and [Calculated Primary Flag] = 'Y'
   Description	A description of the forecast, such as Channel Manager's Annual Forecast of Partners X, Y, and Z - Committed.
   Active	checked
   Detail Depth	Summary Only
   View Mode	All Across Organizations
   Interval Period Type	Quarter
   Interval	1
   Base Period Type	Year

4. Click the Forecasts Series Dates tab.
5. In the Forecast Series Dates list, click the menu button, then click New Record.
6. Enter the following values in the fields of the new record.

   Field	Comment
   Forecast Date	The date when you want to begin running forecasts. This may be today's date.
   Description	A description, such as Q1 Partner X, Partner Y, and Partner Z Forecast.
   Start Date	The start date for the forecast period, such as 1/1/01.
   End Date	The end date for the forecast period, such as 12/31/01.

7. If you want to create additional forecast dates, you can select the record you just created, click the menu button, then click Copy Record. By default, the new forecast date is one quarter later, and the rest of the fields are the same as in the original record. Then you edit the record, for example to change the description so it refers to the new quarter.
8. Click the Forecast Series Participants view tab, and in the Forecast Series Participants list, click the menu button, then click New Record.

   The Add Participants dialog box appears.

9. In the Add Participants dialog box, use a query to find the brand owner's Channel Manager, select this record, and click OK. In the Forecast Series form, click Save.

   Only the channel manager who was selected will be able to run a forecast based on this forecast series.

Step 2: Creating the forecast

Only the channel manager at the brand owner organization can run the forecasts based on this forecast series.

Once the forecast series has been set up, the channel manager can run the forecast.

To create the forecast

1. The channel manager navigates to the Forecasts screen.
2. In the Forecast list, click New.
3. In the Forecast Series field of the new record, the channel manager selects the forecast series to be used, such as Channel Manager's Annual Forecast of Partners X, Y, and Z.
4. In the Forecast Date field, select the forecast date.