Siebel Forecasting Guide > Setting Up Forecasting > Types of Forecast Series >
Creating a Hybrid Forecast Series
A hybrid forecast allows you to have My Revenues and My Team's Revenues visibility in the same Forecast series, therefore combining a rollup and departmental snapshot forecast.
- The hybrid forecast allows for a forecast process to include both a rollup forecast and a departmental forecast in the same forecast series.
- Use the hybrid forecast if one manager does not want or cannot have subordinates creating a formal forecast each period, yet another manager wants to have subordinates running a formal forecast rollup.
- Do not use the hybrid forecast if both managers want either just a rollup or departmental forecast.
To create a hybrid forecast series
- Navigate to the Administration - Forecast screen, then the Forecast Administration view.
- Create a forecast series.
For information, see Creating a Forecast Series.
- Click the Forecast Series Participants tab and add the appropriate users.
For information about adding participants, see Adding Forecast Series Participants.
- Once you have added a participant, choose their visibility from the Visibility drop-down list by selecting either My Revenues or My Team's Revenues.
NOTE: For a forecast series where visibility is set to My Revenues - Indirect Sales, the Visibility column is not available from the Add Participants view.
CAUTION: Do not select My Team's Revenues for a manager that has included a participant as this results in double-counting.
NOTE: If you cannot see the Visibility field in the Forecast Series Participants list, check to see which columns are being displayed.
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