Siebel Forecasting Guide > Forecasting >

Updating Revenues from a Forecast


Updating revenues from a forecast allows an end user to update live revenue records with the current forecast updates. This eliminates a number of steps. Updating revenues from a forecast only applies to forecasts with details.

To update revenue items from a forecast

  1. From the application-level menu choose View > Site Map > Forecasts > My Forecasts.
  2. In the Forecast list, select the forecast to be updated.
  3. Click the Details tab.
  4. Select the revenue item to be updated.
  5. Click the menu button, and then click Update Revenue Item.
  6. This updates the revenue item with the most recent adjustment from the Forecasts screen.


 Siebel Forecasting Guide 
 Published: 18 April 2003