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Siebel Forecasting Guide > Forecasting (End User) > About Forecast Adjustments > Adjusting a Summary Depth ForecastIn a summary depth forecast, each record in the Summary view is rolled up to your direct manager. As a result, a manager can see the detailed line item records (that belong to the manager) and the summary records of direct subordinates from the forecast Details view. Users can adjust detail records and click Rollup to calculate the modified forecast. They can then further adjust those records from the Summary view. A manager can make an additional adjustment to a subordinate's forecast from the Subordinates view in the Forecasts screen. In this view, a manager can see the total forecast revenue amount for direct subordinates. A manager can also make a broad percentage adjustment. This percentage adjustment is calculated into the rollup for each subordinate when the Rollup button is clicked. For more information, see Adjusting a Subordinate's Forecast. If the detail depth is Summary Only, a manager can edit the Adjustment field for subordinates only in the Forecast Summary view. In the manager's Forecast Detail view, the Adjustment field for subordinates is read-only as shown in Table 11. NOTE: A subordinate's forecast cannot be adjusted from the Subordinates view in a detail type forecast. To adjust a summary depth forecast
NOTE: Any adjustments made to summary records overwrite the sum of the adjustments made to the detail records. |
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