Siebel Forecasting Guide > Forecasting >

Adding Forecast Details


Occasionally, the forecast that has been created does not include each of the revenue items that it should. Additional revenue records can be added manually.

To add forecast details

  1. From the application-level menu, choose View > Site Map > Forecasts > My Forecasts.
  2. In the Forecast list, select the forecast to which details will be added.
  3. Click the Details view tab.
  4. In the Details list, click the menu button, and then click New Record.
  5. In the Add Revenue Items dialog box, select the item and click OK.
  6. NOTE:  End users can add many revenue items at the same time by holding down CTRL or SHIFT and selecting the appropriate items. End users can also run a query and select each of the returned records.


 Siebel Forecasting Guide 
 Published: 18 April 2003