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Enabling Dashboard Forecasting Charts


Siebel Sales Analytics provides several forecasting analytics reports preconfigured in both the Pipeline and Sales Effectiveness dashboards. This feature performs real-time and historical analyses of forecast data to help manage each quarter's expectations and results.

To enable the forecasting charts included in these dashboards, the administrator needs to perform several group administration tasks.

To enable the dashboard forecasting charts

  1. Log in to Siebel Business Analytics as administrator and navigate to the Answers > Analytics Web Administration view.
  2. Go to Manage Web Groups & Users.
  3. In the No Forecasting Web group, click Edit (this icon resembles a hand).

    Click the delete icon (X) to delete Authenticated Users from the Group Members section of this group, then click Finished.

  4. In the No Forecasting Lite group, click Edit.

    Under the Group Membership section, click Add New Member and type the following group name in the Member Name box: Authenticated Users.

  5. Click Add Member, then click Finished.

Siebel Sales Analytics also provides several preconfigured reports based on Expected Revenue for those customers that do not own Siebel Forecasting. The preconfigured dashboards display these charts by default.

Siebel Business Analytics Applications Installation and Administration Guide