Bookshelf Home | Contents | Index | PDF |
Siebel Forecasting Guide > Common High-Level Forecast Usage Examples > Opportunity Product ForecastingA company sometimes needs to forecast both opportunity and product revenues related to opportunities, but only wants to see forecast details by opportunity. Forecast RequirementsThe forecast must incorporate both opportunity and product revenues related to opportunities. Administrator Usage ExampleThe administrator defines an opportunity product forecast series. The Auto Forecast Search Spec is set as follows: [Product] IS NOT NULL and [Calculated Primary Flag] = 'N' This search specification pulls product revenue line items that have the product indicated into the forecast. User Revenue Example
User Forecast Example
NOTE: To roll up total quantity, the administrator needs to make the quantity rollup available in the total forecast. This is a simple configuration procedure. Also, to use the forecast queries to filter opportunities, the administrator needs to configure this. About Forecasting Opportunity ProductsThe Expected Delivery Date field in the Opportunities screen, then the Products view, determines the column (month) into which that product falls in the forecasting views. For example, several opportunity products can be combined into one product forecast record. The value that is seen for January for product x can be an aggregation of several opportunity product records. If the date on one of those records is changed, thereby knocking it out of the forecast, other records can still remain with slightly lower quantities or a slightly different average price. |
Siebel Forecasting Guide | Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |