Siebel Forecasting Guide > Setting Up Forecasting >

Creating a Forecast Series

The following procedure describes how to create a forecast series.

To create a forecast series

1. Navigate to the Administration - Forecast screen,  then the Forecast Administration view.
2. In the More Info form, create a new record and complete the necessary fields. Some fields are described in the following table.

   Field Name	Description
   Series Name	Typically gives some insight as to how the forecast series is used, what the forecast series includes, or how often it is run.
   Detail Depth	Determines whether the user's forecast details are included in the manager's forecast (Revenue Detail, or Standard) or summarized in a set total (Summary Only). The default value for this field, Summary Only, is the recommended setting for most customers.
   Visibility	The visibility mode applied to the Revenue table in the selection of forecast records. Choices are: My Revenues My Team's Revenues All Revenues All Revenues Across Organizations My Revenues - Indirect Sales These views are described in Table 6. The default value for this field is My Revenues.
   Interval Period Type	The type of forecast interval period. Choices are: Day, Week, Month, Quarter, and Year. The default type is Month.
   Interval	Determines the time between creation of new forecasts of a given series. The value is a number of units of the Interval Period Type. For example, for the default interval value 1, and the default interval period type, forecasts are created monthly.
   Summary Period Type	Determines the summary periods into which revenues are aggregated for each forecast in this series. The choices are based on the period types defined and can include periods from a day to a year. The default type is Month, meaning that the Forecast Summary view shows monthly totals. For more information about summary periods, see Viewing the Forecast Summary.
   Active	Indicates whether the forecast series is available for forecasting purposes to anyone listed in the Forecast Series Participants list on the dates indicated on the Forecast Series Dates list. By default, this box is selected.
   Public Access	Read-only. When selected, allows each employee within the selected organization to access the forecast series and create a forecast. It is only selected when an organization is added. For more information about adding an organization, see Adding Forecast Series Organizations.
   Auto Forecast Search Spec	Determines which revenue items are automatically included when a forecast is created. If a query is not specified here, then the sales representative's revenue records, within the applicable date range, are included in the forecast. For more information, see Creating Search Specifications for Forecast Series.
   Associate Search Spec	The filter that is applied to the Add New Records list on the Forecast Details view. This field determines which revenue items the user can manually add to a forecast. For more information, see Creating Search Specifications for Forecast Series.
   Rollup Search Spec	Indicates which detail records are included in the forecast summary amounts. The Rollup Search Spec can vary from one forecast series to another, and can be based on revenue type, revenue class, probability, or any other field on the forecast detail record. TIP:   The Rollup Search Spec is based on fields from the Forecast 2000 -- Forecast Item Detail Flat business component, not Revenue.

3. Add dates.

   You must define the dates required for the forecast.

   For instructions, see Defining Forecast Series Dates.

4. Add participants or organizations.

   You must either define participants or organizations, which provide a useful means of creating forecast series for a large group of participants.

   For more information, see Adding Forecast Series Participants, and Adding Forecast Series Organizations.

5. Add the required aggregation levels.

   You can set aggregation fields and aggregation levels for Accounts, Products, and Product Line fields. You can also use custom fields if you require fields specific to your business requirements.

   For instructions, see Adding Aggregation Levels.

NOTE:  A hybrid forecast uses My Revenues and My Team's Revenues simultaneously by adjusting the Visibility field in the Forecast Series Participants view. For more information about hybrid forecasts, see Creating a Hybrid Forecast Series.