A - B - C - D - E - F - G - H - I - L - M - O - P - Q - R - S - T - U - V

A

ad-hoc revenue line items, adding   1

All and All Across Organization view, using   1

API driven forecasting

about   1

Forecast 2000 - Forecast Service   1

applet

spreadsheet, changing configuration of   1

spreadsheet, configuring static columns   1

Associate Search Spec, about   1

Auto Forecast Search Spec, about   1

auto-adjust, using   1

auto-forecast, inactivating   1

automatic upgrade feature

about using   1

planning   1 ,  2


Back to top


B

business component user properties

about forecasting user properties   1

Forecast 2000 - Forecast   1

Forecast 2000 - Forecast Item   1

Forecast 2000 - Forecast Item Detail   1

Forecast 2000 - Forecast Item Detail Flat   1

Forecast 2000 - Forecast Item DynCol   1

Forecast 2000 - Forecast Series   1

Forecast 2000 - Forecast Series Aggregation   1

Forecast 2000 - Forecast Series Date   1

business intelligence, about using to analyze forecasts   1

business scenario, for forecast set up   1

business service, Forecast 2000 - Forecast Service   1


Back to top


C

configuration files, about changing for mobile client   1

charts

forecasts, about using to analyze   1

revenues, viewing in   1

tip, for using correct revenues   1

configuration files, about changing for mobile client   1

corporate snapshot forecast type, description   1

currencies table, about using   1

Currency Exchange Rates, setting up   1

customer adaptive forecasting, set up   1


Back to top


D

data migration and automatic upgrade   1 ,  2

data migration utility

about automatic upgrade   1

upgrading forecasting using   1

data, minimizing duplication and improving performance   1

dates, moving automatically   1

departmental forecast series

about   1

creating (procedure)   1

detail depth

forecast type, about   1

forecast type, adjusting   1


Back to top


E

employee positions, setting up   1

employee reporting structure, setting up   1

exporting

business scenario   1

forecast data, exporting   1

revenue data, exporting   1


Back to top


F

Forecast Administration screen, about   1

forecast data, exporting   1

forecast dates, moving automatically   1

Forecast Details view, shows deleted items   1

forecast period, defined   1

forecast series

aggregation levels, adding to   1

API driven forecasting   1 ,  2

creating   1

dates, about   1

dates, defining   1

departmental forecast series, about   1

departmental forecast series, creating (procedure)   1

example   1

forecast-specific hierarchy, creating   1

forecast-specific hierarchy, defining for participants   1

global forecast series, about   1

global forecast series, creating (procedure)   1

hybrid forecast series, about   1

hybrid forecast series, creating (procedure)   1

organization, adding to   1

participants, adding   1 ,  2

partner forecast series, about creating   1

personal forecast series, about creating with details   1

personal forecast series, about creating without details   1

personal forecast series, creating with details (procedure)   1

personal forecast series, creating without details (procedure)   1

personal forecast series, example process (diagram)   1

standard personal forecast series, about creating   1

standard personal forecast series, creating (procedure)   1

forecast series dates

about   1

defining   1

forecast series participants, adding   1

forecast spreadsheet

buttons, activating scrolling buttons   1

buttons, configuring   1

buttons, inactivating scrolling buttons   1

column types, about   1

configuring, about   1

groups, about   1

forecast spreadsheet, about column types   1

forecast spreadsheet, about configuring   1

forecast spreadsheets, about groups   1

forecast summary spreadsheets   1

forecast summary, viewing   1

forecast types

about   1

corporate snapshot   1

hybrid forecast   1

rollup forecast   1

forecast visibility

modes (table)   1

opportunity visibility, changing   1

forecasting

ad-hoc revenue line item, adding   1

analyzing, ways to   1

API driven forecasting   1 ,  2

auto-adjust, using   1

business scenario   1

consistency, guaranteeing   1

creating   1

customer adaptive forecasting, about   1

design process   1

detail depth forecast, adjusting   1

forecast details, adding   1

forecast details, viewing   1

forecast summary, viewing   1

forecasts, refreshing   1

opportunity visibility, changing   1

overlay managers, adding to sales team   1

performance considerations   1 ,  2

revenue, updating forecast with   1

rollups, about and the Forecasts screen   1

standard depth forecast, adjusting   1

submitting   1

subordinate's forecast, adjusting   1

subordinate's forecast, rejecting   1

subordinates forecasts, viewing   1

summary depth forecast, adjusting   1

unadjusting   1

viewing revenue items   1

forecasting process

design, process of   1

performance, minimizing complexity of   1

performance, minimizing number of aggregation levels   1

forecasting requirements

currencies table, using   1

Currency Exchange Rates, setting up   1

employee positions and reporting structure, setting up   1

Periods table, using   1

revenue classes and revenue types, using   1

system preferences, setting up   1

units of measurement, using   1

forecasting table, minimizing number of records   1

forecasting terms, table of   1

Forecasts screen, about   1

forecast-specific hierarchy

creating   1

defining for participants   1


Back to top


G

global forecast series

about   1

creating (procedure)   1


Back to top


H

hybrid forecast series

about   1

creating (procedure)   1

hybrid forecast type, description   1


Back to top


I

importing

business scenario   1

revenue data, importing   1

Revenue Import process, updating predefined mapping   1

interval period, defined   1


Back to top


L

last forecast adjustment amounts   1


Back to top


M

mobile users, setting up (system preferences)   1

multidimensional forecasting, defined   1

multiple revenue, adding   1

My Team's Opportunities view, changing visibility   1

My Team's Revenues

caution, limiting the number of participants   1

reviewing   1

view, using   1


Back to top


O

opportunities

opportunity data, automatic update of   1

revenue items for subordinates, viewing   1

overlay sales managers, adding to sales team   1


Back to top


P

parent account, revenues not showing up   1

participants, minimizing number of   1

partner forecast series, about creating   1

performance considerations

complexity of forecasting process, minimizing   1

data, minimizing the duplication of   1

forecasting table, minimizing number of records in   1

number of aggregation levels, minimizing   1

participants, minimizing the number of   1

Periods table, using   1

personal forecast series

about creating with details   1

about creating without details   1

creating a standard   1

creating with details (procedure)   1

creating without details (procedure)   1

process example (diagram)   1

positional hierarchies, setting up employee reporting structure   1

product quantity forecasting, defined   1


Back to top


Q

queries, affecting Summary view   1


Back to top


R

recurring revenue, adding   1

reports

forecasts, about using to analyze   1

revenue reports, about creating   1

requirements

currencies table, using   1

Currency Exchange Rates, setting up   1

employee positions and reporting structure, setting up   1

Periods table, using   1

revenue classes and revenue type, using   1

system preferences, setting up   1

units of measurement, setting up   1

units of measurement, using   1

Resonate, about specifying the RequestServer parameter   1

revenue spreadsheets

about configuring   1

about groups   1

column types   1

revenues grouped in rows, guaranteeing   1

viewing   1

revenues

business scenario   1

charts, tip for using correct revenues   1

charts, viewing revenues in   1

classes, using   1

data, exporting   1

importing revenue data   1

multiple or recurring revenue, adding   1

My Team's Revenues, reviewing   1

new revenue, adding to opportunity   1

reports. about creating   1

revenue data, automatic update of   1

revenue item, modifying   1

revenue items, viewing   1

revenue plan templates, creating   1

revenue plan, using   1

revenue SmartScripts, configuring   1

revenue spreadsheet, viewing   1

reviewing   1

split revenue, setting up   1

spreadsheet, about column types   1

spreadsheet, about configuring   1

spreadsheet, about groups   1

spreadsheet, activating scrolling buttons   1

spreadsheet, configuring buttons on   1

spreadsheet, inactivating scrolling buttons   1

troubleshooting, parent account display   1

types, using   1

Revenues screen, about   1

Revise button, about in Siebel 7.0   1

rollup forecast type, description   1

Rollup Search Spec, about   1

rollups

about and the Forecasts screen   1

defined   1


Back to top


S

sales organization

All and All Across Organization views, using   1

matrix sales organization overview   1

My Team's Opportunities view, changing visibility   1

My Team's Revenues view, using   1

overlay sales managers. adding to sales team   1

scrolling buttons

activating scrolling buttons   1

configuring   1

inactivating scrolling buttons   1

search

specification testing   1

specifications, common search specs (table)   1

specifications, list of   1

Siebel Remote Web client, about creating forecasts   1

SmartScripts, about configuring revenue   1

split revenue, setting up   1

spreadsheet applet

about using   1

configuration, changing   1

static columns, configuring   1

user properties, configuring   1

standard depth

forecast type, about   1

forecast type, adjusting   1

standard personal forecast series

about   1

creating (procedure)   1

subordinate's forecast

adjusting   1

refreshing   1

rejecting   1

viewing   1

summary depth

forecast type, about   1

forecast type, adjusting   1

summary period, defined   1 ,  2

summary revenues, defined   1 ,  2

system preferences

Forecast Auto-Forecast   1 ,  2

Forecast Use Server   1

Forecast User Server Task   1

setting up   1


Back to top


T

template, creating revenue plan template   1

terms, forecasting (table of)   1

total forecast revenue, defined   1 ,  2

troubleshooting

Forecast Details view, shows deleted items   1

parent account, revenues not showing up   1

Summary view, queries affect information   1


Back to top


U

units of measurement

setting up   1

using   1


Back to top


V

visibility

modes, table of   1

opportunity visibility, changing   1

Back to top

Siebel Forecasting Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.