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Defining Forecast Series Dates (Administrator)
Forecast series dates determine when each forecast of that series occurs. Create a record in the Forecast Series Dates view for each date a forecast is to be run in that series. Forecasts typically occur according to a set pattern or frequency (for example: weekly, monthly, or quarterly) determined by the Interval and Interval Period Type fields in the Forecast Series form, and include some range of revenue records (for example, January 1 through June 30).
Forecasts can be static, with the end user almost always seeing the same range of dates, or rolling, with the end user seeing the effective date range for the forecast move each week or month. Typically, forecasts within a series involve some set amount of time, covering a range of six months or one year.
The forecast Start Date, End Date, History View Date, and History Edit Date are established using entries in the Siebel Periods table (see Using the Periods Table (Administrator)). While the Start Date and End Date provide the range of dates for active (future) forecasting, the History View Date and History Edit Date provide the range of dates for historical forecasting. The historical information allows the end user to spot trends in opportunity-, account-, or product-related revenues when creating a forecast.
To define dates for a forecast series
- From the application-level menu, choose View > Site Map > Forecast Administration > Forecast Administration.
- In the Forecast Series list, select the forecast series for which you want to define dates.
- Click the Forecast Series Dates view tab.
- In the Forecast Series Dates list, click New.
- Fill in the fields, using the following table as a guide.
NOTE: When you change the value in the Start Date field, the value in the End Date field is updated automatically. However, when you change the value in the End Date field, the value in the Start Date field remains the same.
TIP: To produce multiple forecast start dates, you can copy the first record and it automatically moves the forecast date forward according to the defined interval.
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Siebel Forecasting Guide Published: 18 April 2003 |