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Siebel Forecasting Guide

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Introduction

How This Guide Is Organized

Revision History

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Overview of Forecasting

Key Features of Forecasting

Business Functions of Screens in Forecasting

Forecasting Terms

Forecast Types

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Getting Started

Gathering Forecasting Requirements (Administrator)

Forecasting Process Design (Administrator)

Performance Considerations (Administrator)

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Forecasting Migration

Upgrading Automatically (Administrator)

Upgrading Using the Data Migration Utility (Administrator)

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Forecasting Prerequisites

Using the Periods Table (Administrator)

Using the Currencies Table (Administrator)

Setting Up Currency Exchange Rates (Administrator)

Setting Up Employee Positions and Employee Reporting Structure (Administrator)

Using Revenue Classes and Revenue Types (Administrator)

Setting Up System Preferences for Forecasting (Administrator)

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Forecasting Setup

Business Scenario for Forecasting Setup

Example Process for Forecasting Setup

Creating a Forecast Series (Administrator)

Creating Search Specs for Forecast Series (Administrator)

Defining Forecast Series Dates (Administrator)

Adding Forecast Series Participants (Administrator)

Adding Forecast Series Organizations (Administrator)

Creating a Personal Forecast Series With Details (Administrator)

Creating a Personal Forecast Series Without Details (Administrator)

Creating a Global Forecast Series (Administrator)

Creating a Departmental Forecast Series (Administrator)

Creating a Hybrid Forecast Series (Administrator)

Creating a Partner Forecast Series (Administrator)

Inactivating Auto-Forecast (Administrator)

Revenue and Forecast Spreadsheet Configuration (Administrator)

Changing the Configuration of Spreadsheet Applets for New Views (Administrator)

Configuring Scrolling Buttons on Forecast and Revenue Spreadsheets (Administrator)

Adding a Dynamic Column to the Spreadsheet (Administrator)

Moving Forecast Dates Ahead Automatically (Administrator)

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Revenues

Business Scenario for Revenues

Example Process for Revenues

Configuring Revenue SmartScripts (Administrator)

Creating Revenue Plan Templates (Administrator)

Adding a New Revenue to an Opportunity

Adding Multiple or Recurring Revenues Using SmartScripts

Adding a Split Revenue

Using a Revenue Plan

Reviewing Revenues

Modifying a Revenue Item

Viewing the Revenue Spreadsheet

Using Revenue Charts for Reporting

Using Revenue Reports

Distinguishing Between Revenues

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Forecasting

Business Scenario for Forecasting

Example Process for Forecasting

Creating a Forecast

Viewing Forecast Details

Adding Forecast Details

Viewing Forecast Summary

Viewing Subordinate's Forecasts

Viewing and Creating Subordinate's Forecasts Remotely

Creating a Partner Forecast

Rolling Up Forecasts

Forecast Adjustments

Adjusting a Detail Depth Forecast

Adjusting a Summary Depth Forecast

Auto-Adjusting a Forecast

Unadjusting a Forecast

Adjusting a Subordinate's Forecast

Updating Revenues from a Forecast

Updating a Forecast with a Revenue Item

Analyzing Forecasts

Submitting a Forecast

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Matrixed Sales Organization

Changing the Visibility of My Team's Opportunities View (Administrator)

Using the My Team's Revenues View

Using the All and All Across Organization Views

Adding Overlay Managers to the Sales Team

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Importing and Exporting

Business Scenario for Importing and Exporting

Example Process for Importing and Exporting

Exporting Forecast Data

Importing Revenue Data

Exporting Revenue Data

Updating Predefined Mapping in Revenue Import Process (Administrator)

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Troubleshooting

Forecast Troubleshooting

Revenues Troubleshooting

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Forecast Usage Examples

Common High-Level Forecast Usage Scenarios

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Forecasting User Properties

Forecasting User Properties

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