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Creating a Hybrid Forecast Series (Administrator)
A hybrid forecast allows you to have My Revenues and My Team's Revenues visibility in the same Forecast series, thus combining a rollup and departmental snapshot forecast.
The hybrid forecast:
- Allows for a forecast process to include both a rollup forecast and a departmental forecast in the same forecast series.
Use the hybrid forecast if:
- One manager does not want or cannot have his subordinates create a formal forecast each period, yet another manager wants to have his subordinates run a formal forecast rollup.
Do not use the hybrid forecast if:
- Both managers want either just a rollup or departmental forecast.
To create a hybrid forecast series
- From the application-level menu, choose View > Site Map > Forecast Administration > Forecast Administration.
- Create a forecast series.
For information, see Creating a Forecast Series (Administrator).
- In the Forecast Series list, select the newly created forecast series.
- Click the Forecast Series Participants view tab and add the appropriate end users.
For information about adding participants, see Adding Forecast Series Participants (Administrator).
- Once you have added a participant, choose their visibility from the Visibility drop-down list by selecting either My Revenues or My Team's Revenues.
CAUTION: Do not select My Team's Revenues for a manager that has included a participant as this results in double-counting.
NOTE: If you cannot see the Visibility field in the Forecast Series Participants list, check to see which columns are being displayed.
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Siebel Forecasting Guide Published: 18 April 2003 |