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Siebel Consumer Goods Guide > Trade Funds > Forecasting Accrual Funds (End User)Account managers or administrators might want to forecast the amount of revenue that an accrual fund will generate. They can forecast using any of the Administration Fund views or using the Funds view for an account. The forecast calculation is based on SVP baseline records that are associated with the fund. When the user clicks the Forecast button, the appropriate SVP baseline records are used to forecast the accrual fund. The following rules determine the baseline records that are used:
These SVP baseline records are associated with an accrual fund in much the same way that SVP baseline records are associated with account promotions. After the SVP baseline records are associated with the accrual fund, adjustments are made for partial weeks. Then the SVP baseline records are rolled up to the source product, where the Accrual Rate or Accrual % is applied to calculate the forecast for source products. Then, the forecast for each source product is rolled up to the account accrual fund. This task is a step in Process of Managing Trade Funds. To create a forecast for an accrual fund
After you create the forecast for the accrual fund, you can examine the forecasted revenue for the fund and for each source product that is associated with the fund. To review the forecasted revenue for accrual funds and associated source products
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