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Adjusting a Detail Depth Forecast

In a detail depth forecast, each revenue line item in the Details view is rolled up through the hierarchy. As a result, senior management has access to every forecast detail revenue item for the review. In this scenario, users need to make sure that every adjustment is made in the Details view. After adjusting the details, users must click Rollup to recalculate the modified forecast. To see forecast details by periodic summary, users can view the forecast from the Summary tab.

If the detail depth is Revenue detail, a manager can edit the Adjustment field for subordinates only in the Forecast Detail view. In the manager's Forecast Summary view, the Adjustment field for subordinates is read-only as shown in Table 11.

Once a manager adjusts a subordinate's detail record, the Siebel application maintains an adjustment history. Levels of management above can view the adjustment history, however, the subordinate, whose forecast record was adjusted cannot view the adjustment.

NOTE:  If unclear about the forecast type your company uses, consult your Siebel administrator or a member of your sales operations team.

To adjust a detail depth forecast

1. Navigate to the Forecasts screen.
2. In the Forecasts list, drill down on the forecast you want to adjust.
3. In the Details view:
   1. Select the revenue line item detail you want to adjust, and change the adjustment, revenue, quantity, price, or other value as appropriate. Repeat for each line item you want to adjust.
   2. Click New to add a new ad-hoc revenue line item.

      For more information about adding an ad-hoc revenue line item, see Adding Ad-Hoc Revenue Line Items to a Forecast.

4. Click the menu button, and then click Rollup Forecast to recalculate the forecast.

   The adjusted forecast amount is posted by period to the summary list in the Summary view.

5. (Optional) Click the Summary tab to view the summary list by period.

   NOTE:  Any adjustments to the summary records are not rolled up in a detail depth forecast. Managers can view the summary record adjustments by drilling into their subordinates' forecasts.