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Siebel Forecasting Guide > Setting Up Forecasting > Types of Forecast Series > Creating a Personal Forecast Series without DetailsThe personal forecast without details allows sales representatives and managers to participate in the forecasting process. The personal forecast without details is an example of a rollup forecast. The personal forecast without details offers a compromise between the global forecast and the personal forecast with details. It is faster than the personal forecast with details, while allowing less intervention and adjustment. The personal forecast without details:
Sales managers are not always concerned about the details; they are primarily interested in the revenue potential of each subordinate. Like the personal forecast with details, the personal forecast without details has many participants, each of whom must create a forecast or have one created for them. In large organizations, this approach to forecasting can take a long time, as each level of the reporting structure needs some time to create, review, and adjust their forecasts. NOTE: Personal forecasts tend to have fairly high maintenance requirements. Although the participant lists are position-based, they still require updating as positions are added or removed from the Siebel application. Use the personal forecast without details if:
Do not use the personal forecast without details if:
Because the managers do not have access to the details, they cannot change the details. Managers can only add a subordinate's contribution to their forecast. Forecast details are revenue line items, and there is a forecast summary that is rolled up monthly. Example: Company XYZ closes a large number of opportunities each quarter. Each opportunity has a small dollar value. The managers are rarely involved in these opportunities, and would prefer summary level information to seeing every detail. The manager and the sales representative review the Revenues list view on a regular basis and make their changes directly in that view. The managers want to see, for each of their subordinates, a monthly commit number that is somewhat arbitrary and not always based on the user's forecastable revenues for that forecast period. To create a personal forecast series without details
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