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Example of the Brand Owner Creating a Direct Quarterly Forecast of All Partner Revenue

This topic gives one example of how the brand owner forecasts partner revenue. You might use this feature differently, depending on your business model

In this example, only one person at the brand owner company, typically the channel manager, creates a forecast.

The forecast series in this example covers quarterly revenues that have been committed where a partner employee is the primary on the sales team or the partner organization is the primary in the Organization field. Forecasts would be run once every month.

This example consists of the following tasks:

• Creating the Forecast Series
• Creating the Forecast

Creating the Forecast Series

Before running a forecast, you must create the forecast series. The forecast series defines forecasts covering all committed, quarterly partner revenue.

To create the forecast series

1. Navigate to the Administration - Forecast screen.
2. In the Forecast Series list, add a new record.
3. Enter the values in the following table in the fields of the new record.

   Field	Description
   Series Name	A name for the forecast, such as Channel Manager's Quarterly Partner Forecast.
   Auto Forecast Search Spec	([Partner] is not NULL or [Opportunity Primary Organization Partner Flag] = 'Y') and [Committed] = 'Y' and [Calculated Primary Flag] = 'Y'
   Active	checked
   Description	A description of the forecast, such as Channel Manager's Quarterly Partner Forecast - Committed.
   Detail Depth	Summary Only
   View Mode	All Across Organizations
   Interval Period Type	Month
   Interval	1
   Base Period Type	Quarter

4. Click the Forecasts Series Dates tab.
5. In the Forecast Series Dates list, add a new record.
6. Enter the values in the following table in the fields of the new record.

   Field	Description
   Forecast Date	The date when you want to begin running forecasts. This can be today's date.
   Description	A description, such as Q1 Partner Forecast.
   Start Date	The start date for the forecast period, such as 1/1/05.
   End Date	The end date for the forecast period, such as 3/31/05.

7. To create additional forecast dates, you can select the record you just created, click the menu button, and then click Copy Record. By default, the new forecast date is one month later and the rest of the fields are the same as in the original record. Repeat this step as many times as you want; as you repeatedly copy records, the Forecast Date continues to change to later dates. Therefore, you might want to change the Start Date and End Date periods to reflect the time frames of the forecasts you want to generate.
8. Click the Forecast Series Participants view tab, and in the Forecast Series Participants list, add a new record.

   The Add Participants dialog box appears.

9. In the Add Participants dialog box, use a query to find the channel manager, select the channel manager's record, and click OK.

Creating the Forecast

Once the forecast series has been set up, you can run the forecast.

To create the forecast

1. Navigate to the Forecasts screen.
2. In the Forecast list, add a new record.
3. In the Forecast Series field of the new record, select the forecast series you want to use, such as Channel Manager's Quarterly Partner Forecast.
4. Click the Forecast Series Dates view tab.
5. In the Forecast Date field, click the Single Select button.
6. In the Pick Forecast Series Date dialog box, select the record with the forecast date you want and click OK.

   The forecast runs.