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Adjusting a Summary Depth Forecast

In a summary depth forecast, each record in the Summary view is rolled up to your direct manager. As a result, a manager can see his own detailed line item records and the summary records of his direct subordinates from his forecast Details view. Users can adjust detail records and click Rollup to calculate the modified forecast. They can then further adjust those records from the Summary view.

A manager can make an additional adjustment to a subordinate's forecast from the Subordinates view in the Forecasts screen. In this view, a manager can see the total forecast revenue amount for his direct subordinates. A manager can also make a broad percentage adjustment. This percentage adjustment is calculated into the rollup for each subordinate when the Rollup button is clicked. For more information, see Adjusting a Subordinate's Forecast.

NOTE:  A subordinate's forecast cannot be adjusted from the Subordinates view in a detail type forecast.

To adjust a summary depth forecast

  1. From the application-level menu, choose View > Site Map > Forecasts > My Forecasts.
  2. Select the forecast you want to adjust in the Forecast list.
  3. Click the Summary tab.
  4. Select the summary record you want to adjust.
  5. Adjust the Revenue, Best Case, Worst Case, or other value you want to modify.
  6. Repeat Step 4 through Step 5 for each line item you want to adjust.

    7. The total adjusted forecast amount appears in the Total Forecast Revenue field, but no adjustments appear in the detail forecast for the subordinate.

NOTE:  Any adjustments made to the detail records are not captured in the summary records until you click Rollup.


 Siebel Forecasting Guide 
 Published: 18 April 2003