Siebel Forecasting Guide > Forecasting Setup >

Example Process for Forecasting Setup

This is an example of a process an administrator might follow to set up forecasting. Your company may follow a different process according to its business requirements.

  1. Create a forecast series. For information, see Creating a Forecast Series (Administrator).
  2. Create search specs for a forecast series. For information, see Creating Search Specs for Forecast Series (Administrator).
  3. Define a forecast series date. For information, see Defining Forecast Series Dates (Administrator).
  4. Add a forecast series participant. For information, see Adding Forecast Series Participants (Administrator).
  5. Add a forecast series organization. For information, see Adding Forecast Series Organizations (Administrator).
  6. Create a personal forecast series with details. For information, see Creating a Personal Forecast Series With Details (Administrator).
  7. Create a personal forecast series without details. For information, see Creating a Personal Forecast Series Without Details (Administrator).
  8. Create a global forecast series. For information, see Creating a Global Forecast Series (Administrator).
  9. Create a departmental forecast series. For information, see Creating a Departmental Forecast Series (Administrator).
  10. Create a hybrid forecast series. For information, see Creating a Hybrid Forecast Series (Administrator).
  11. Create a partner forecast series. For information, see Creating a Partner Forecast Series (Administrator).
  12. Inactivate auto-forecast. For information, see Inactivating Auto-Forecast (Administrator).
  13. Configure a spreadsheet. For information, see Revenue and Forecast Spreadsheet Configuration (Administrator).
  14. Change the configuration of a spreadsheet applet for a new view. For information, see Changing the Configuration of Spreadsheet Applets for New Views (Administrator).
  15. Configure spreadsheet scrolling buttons. For information, see Configuring Scrolling Buttons on Forecast and Revenue Spreadsheets (Administrator).
  16. Add a dynamic column to a spreadsheet. For information, see Adding a Dynamic Column to the Spreadsheet (Administrator).
  17. Move forecast dates ahead automatically. For information, see Moving Forecast Dates Ahead Automatically (Administrator).

 Siebel Forecasting Guide 
 Published: 18 April 2003