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Symbols
.cfg file, about changing for mobile client 1
A
All and All Across Organization view, using 1
analytics, about using to analyze forecasts 1
applet
spreadsheet applet, changing configuration of 1
spreadsheet applet, configuring static columns 1
Associate Search Spec, about 1
audience of guide 1
Auto Forecast Search Spec
about 1
auto-adjust, using 1
auto-forecast, inactivating 1
automatic upgrade feature, about using for 1
C
.cfg file, about changing for mobile client 1
charts
forecasts, about using to analyze 1
revenues, viewing in 1
tip, for using correct revenues 1
corporate snapshot forecast type, about 1
currencies
currencies table, about 1
currency exchange rates, about 1
currencies table, using 1
Currency Exchange Rates, setting up 1
D
data migration
about 1
data migration utility, about using 1
data migration utility, using 1
data, minimizing duplication and improving performance 1
dates
moving start and end date automatically 1
overriding in forecasts 1
departmental forecast series
creating 1
creating, about 1
detail depth forecast
adjusting 1
type, about 1
detail revenues, defined 1
E
employee positions, setting up 1
employee reporting structure
setting up 1
error message when creating a forecast 1
exporting
business scenario 1
process example, diagram 1
revenue data, exporting 1
F
Forecast Administration screen
about 1
Forecast Details view, shows deleted items 1
forecast period, defined 1
forecast series
creating 1
dates, about 1
dates, defining 1
default forecast series and example 1
departmental forecast series, about creating 1
departmental forecast series, about creating (procedure) 1
global forecast series, about creating 1
global forecast series, creating (procedure) 1
hybrid forecast series, about creating 1
hybrid forecast series, creating (procedure) 1
organization, adding to 1
partner forecast series, about creating 1
personal forecast series, about creating with details 1
personal forecast series, about creating without details 1
personal forecast series, creating with details (procedure) 1
personal forecast series, creating without details (procedure) 1
personal forecast series, example process (diagram) 1
forecast spreadsheet
buttons, activating scrolling buttons 1
buttons, configuring 1
buttons, inactivating scrolling buttons 1
column types, about 1
configuring, about 1
groups, about 1
forecast start and end date, moving automatically 1
forecast summary, viewing 1
forecast types, list of 1
forecast visibility
modes (table) 1
opportunity visibility, changing 1
forecasting
See also Matrixed Sales Organization
analyzing, ways to 1
auto-adjust, using 1
business scenario 1
consistency, guaranteeing 1
creating 1
dates, overriding 1
design process 1
detail depth forecast, adjusting 1
error, when creating forecast 1
forecast details, adding 1
forecast details, viewing 1
forecast summary, viewing 1
opportunity visibility, changing 1
overlay managers, adding to sales team 1
performance considerations 1 , 2
process example 1
revenue, updating forecast with 1
rollups, about and the Forecasts screen 1
submitting 1
subordinate's forecast, adjusting 1
subordinates forecasts, viewing 1
summary depth forecast, adjusting 1
unadjusting 1
viewing revenue items 1
forecasting prerequisites
currencies table, using 1
Currency Exchange Rates, setting up 1
employee positions and reporting structure, setting up 1
Periods table, using 1
revenue classes and revenue types, using 1
system preferences, setting up 1
forecasting process
design, process of 1
performance, minimizing complexity of 1
forecasting table, minimizing number of records 1
forecasting terms, table of 1
Forecasts screen, about 1
forecasts, about creating partner forecasts 1
G
global forecast series
creating 1
creating, about 1
guide
audience of 1
organization of 1
H
hybrid forecast series
creating 1
creating, about 1
hybrid forecast type, about 1
I
importing
business scenario 1
process example, diagram 1
revenue data, importing 1
Revenue Import process, updating predefined mapping 1
interval period, defined 1
M
mobile users, setting up (system preferences) 1
multiple revenue, adding 1
My Team's Opportunities view, changing visibility 1
My Team's Revenues
caution, limiting the number of participants 1
reviewing 1
view, using 1
O
opportunities
opportunity data, automatic update of 1
revenue items for subordinates, viewing 1
organization of guide 1
overlay sales managers, adding to sales team 1
P
parent account, revenues not showing up 1
participants, minimizing number of 1
partner forecast
creating, about 1
series, about creating 1
performance considerations
complexity of forecasting process, minimizing 1
data, minimizing the duplication of 1
forecasting table, minimizing number of records in 1
participants, minimizing the number of 1
Periods table, using 1
personal forecast series
creating with details 1
creating with details, about 1
creating without details 1
creating without details, about 1
process example (diagram) 1
positional hierarchies, setting up employee reporting structure 1
prerequisites
See also Using the Currencies Table (Administrator)
currencies table, using 1
Currency Exchange Rates, setting up 1
employee positions and reporting structure, setting up 1
Periods table, using 1
revenue classes and revenue type, using 1
system preferences, setting up 1
Q
queries, affecting Summary view 1
R
recurring revenue, adding 1
reports
forecasts, about using to analyze 1
revenue reports, about creating 1
Resonate, about specifying the RequestServer parameter 1
revenue spreadsheet
revenues grouped in rows, guaranteeing 1
viewing 1
revenues
business scenario 1
charts, tip for using correct revenues 1
charts, viewing revenues in 1
classes, using 1
data, exporting 1
importing revenue data 1
multiple or recurring revenue, adding 1
My Team's Revenues, reviewing 1
new revenue, adding to opportunity 1
reports. about creating 1
revenue data, automatic update of 1
revenue item, modifying 1
revenue items, viewing 1
revenue plan templates, creating 1
revenue plan, using 1
revenue SmartScripts, configuring 1
revenue spreadsheet, viewing 1
reviewing 1
split revenue, setting up 1
spreadsheet, about column types 1
spreadsheet, about configuring 1
spreadsheet, about groups 1
spreadsheet, activating scrolling buttons 1
spreadsheet, configuring buttons on 1
spreadsheet, inactivating scrolling buttons 1
troubleshooting, not showing up in parent account 1
types, using 1
workflow process, example (diagram) 1
Revenues screen, about 1
Revise button, about in Siebel 7.0 1
rollup forecast type, about 1
rollups
about and the Forecasts screen 1
defined 1
S
sales organization
All and All Across Organization views, using 1
matrixed sales organization overview 1
My Team's Opportunities view, changing visibility 1
My Team's Revenues view, using 1
overlay sales managers. adding to sales team 1
search
specification testing 1
specifications, common search specs (table) 1
specifications, list of 1
setup
See also Creating Search Specs for Forecast Series (Administrator)
Associate Search Spec, about 1
Auto Forecast Search Spec, about 1
auto-forecast, inactivating 1
business scenario 1
departmental forecast series, about creating 1
departmental forecast series, creating (procedure) 1
forecast series dates, about 1
forecast series dates, defining 1
forecast series participants, adding 1
forecast series, adding organization to 1
forecast series, creating 1
forecast series, default and example 1
forecast spreadsheet, about column types 1
forecast spreadsheet, about configuring 1
forecast spreadsheets, about groups 1
forecast visibility, modes (table) 1
global forecast series, about creating 1
global forecast series, creating (procedure) 1
hybrid forecast series, about creating 1
hybrid forecast series, creating (procedure) 1
partner forecast series, about creating 1
personal forecast series, about creating with details 1
personal forecast series, about creating with without details 1
personal forecast series, creating with details (procedure) 1
personal forecast series, creating without details (procedure) 1
personal forecast series, example process (diagram) 1
process, example 1
revenue spreadsheet, about column types 1
revenue spreadsheet, about configuring 1
revenue spreadsheets, about groups 1
scrolling buttons, activating scrolling buttons 1
scrolling buttons, configuring 1
scrolling buttons, inactivating scrolling buttons 1
Siebel Remote Web client, about creating forecasts 1
spreadsheet applet, changing configuration of 1
spreadsheet applet, configuring static columns 1
Siebel Remote Web client, about creating forecasts 1
SmartScripts, configuring revenue SmartScripts 1
split revenue, setting up 1
spreadsheet applet
configuration, changing 1
static columns, configuring 1
user properties, configuring 1
subordinate's forecast
adjusting 1
viewing 1
summary depth
forecast type, about 1
forecast, adjusting 1
summary period, defined 1
summary revenues, defined 1
system preferences, setting up 1
T
template, creating revenue plan template 1
terms, forecasting (table of) 1
total forecast revenue, defined 1
troubleshooting
error when creating forecast 1
Forecast Details view, shows deleted items 1
parent account, revenues not showing up 1
Summary view. queries affect information 1
V
visibility
modes, table of 1
opportunity visibility, changing 1
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Forecasting Guide Published: 18 April 2003 |