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Example of the Brand Owner Forecasting Revenue for All Partners that a Partner Manager Oversees

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

In this example, there are multiple channel managers at the brand owner organization. Each channel manager oversees partnerships with a distinct group of partner organizations.

A channel manager at a brand owner organization wants to track the revenues associated with his or her own partners, but does not want other channel managers to be able to view these forecasts. In this example, only the channel manager can see the forecast.

This example consists of the following tasks:

• Creating the Forecast Series
• Creating the Forecast

Creating the Forecast Series

The channel manager creates a forecast series that defines forecasts that would cover the annual revenue of three specific partners (Partner X, Partner Y, and Partner Z) and be run once every quarter.

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 Annual Forecast of Partners X, Y, and Z.
   Auto Forecast Search Spec	([Sales Rep Organization] = 'Partner X' or [Sales Rep Organization] = 'Partner Y' or [Sales Rep Organization] = 'Partner Z') and [Committed] = 'Y' and [Calculated Primary Flag] = 'Y'
   Description	A description of the forecast, such as Channel Manager's Annual Forecast of Partners X, Y, and Z - Committed.
   Active	checked
   Detail Depth	Summary Only
   View Mode	All Across Organizations
   Interval Period Type	Quarter
   Interval	1
   Base Period Type	Year

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 X, Partner Y, and Partner Z 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 12/31/05.

7. If you want 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 quarter later, and the rest of the fields are the same as in the original record. You then edit the record, for example, to change the description so it refers to the new quarter.
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 brand owner's channel manager, select this record, and click OK. In the Forecast Series form, click Save.

   Only the channel manager who was selected is able to run a forecast based on this forecast series.

Creating the Forecast

Only the channel manager at the brand owner organization can run the forecasts based on this forecast series.

After the forecast series has been set up, the channel manager can run the forecast.

To create the forecast

1. The channel manager navigates to the Forecasts screen.
2. In the Forecast list, click New.
3. In the Forecast Series field of the new record, the channel manager selects the forecast series to be used, such as Channel Manager's Annual Forecast of Partners X, Y, and Z.
4. In the Forecast Date field, select the forecast date.