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Viewing Forecast Summary


The Forecast Summary view displays the total forecast's revenue aggregated into the periods specified by the forecast series. These summary periods are indicated by their respective start dates. For example, the calendar month of November 2001 is displayed as 11/01/2001 in the Summary view. The owner can modify the summary revenue values of the forecast. Changes to these values are immediately visible in the forecast record's Total Forecast Revenue field.

NOTE:  The Details view does not reflect changes made in the Summary view. If modifications have been made to the summary values, those values are overwritten when Rollup is selected.


 Siebel Forecasting Guide 
 Published: 18 April 2003