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Siebel Forecasting Guide > Common High-Level Forecast Usage Examples > Cost-Margin ForecastingMany companies emphasize cost and margin analysis in product planning and sales strategy. Such companies want to use cost and margin analysis to drive lifetime value. Forecast RequirementsThe forecast must allow users to evaluate costs and margins on each opportunity or product revenue to determine the value of a deal. There is a need to evaluate these costs and margins over a series of scheduled revenues, as some opportunities lose money initially, but can be highly profitable over the long term. Administrator Usage ExampleThe administrator defines a product cost/margin 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 a product indicated into the forecast. User Revenue Example
NOTE: The spreadsheet needs to be configured so that Cost and Margin are made available for each date. User Forecast Example
NOTE: This example requires minor configuration to the revenue spreadsheet view to see the Cost and Margin by each date. For more information about configuring the revenue spreadsheet view, see About Configuring Revenue and Forecast Spreadsheets. |
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