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Siebel Forecasting Guide > Setting Up Forecasting > Types of Forecast Series > Setting Up Customer Adaptive ForecastingForecast participants in large enterprises are typically part of a matrix organization where the reporting structure does not necessarily match the forecast rollup hierarchy. For such situations, the customer adaptive forecasting feature was introduced to provide support for a forecast-specific hierarchy. Customer adaptive forecasting:
Use customer adaptive forecasting if you have a matrix organization where the forecasting hierarchy is not always the same as the reporting hierarchy. Do not use customer adaptive forecasting if you want to maintain the Siebel Position Based Reporting Hierarchy. Setting up customer adaptive forecasting involves defining a forecast-specific hierarchy that is specific to a particular forecast series. Sales administrators do this by specifying the visibility of the forecast as My Revenues - Indirect Sales, and the Submit To position for each participant in the forecast series (as required). The forecast-specific rollup hierarchy that you define for a forecast series does not need to match the sales reporting hierarchy. To create a forecast-specific forecast series
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