Siebel Forecasting Guide > Forecasting (End User) >

Viewing Forecasts

By default, according to the position hierarchy, all participants in a forecast series report their forecasts to their manager. However, if a forecast-specific hierarchy is defined for a forecast series of type My Revenues - Indirect Sales, then users can roll up and submit forecasts to managers that are outside their reporting hierarchy.

NOTE:  A forecast-specific hierarchy can only be defined for a forecast of type My Revenues - Indirect Sales.

The Forecast List screen displays a list of all forecasts where the user is a participant or the user has a subordinate. When viewing the list of forecasts, it is possible to filter on a number of options. To view the list of forecasts, complete the steps in the following procedure.

To view a list of forecasts

1. Navigate to the Forecasts, then Forecast List screen.
2. Select an option from the My Forecasts drop-down list.

   The following table describes the options that are available.

   All Forecasts drop-down list	Option
   My Forecasts	Select to display a list of your forecasts.
   My Direct Team's Forecasts	Select to display a list of forecasts belonging to your direct reports.
   All Forecasts	Select to display a list of all forecasts, including those belonging to you and your direct reports.
   My Indirect Forecasts	Select to access a list of forecasts of type My Revenues - Indirect Sales, which may have been generated outside of your reporting hierarchy. When you first select this option, the forecast list does not display. You must select a forecast series from the Select a Forecast Series drop-down list, then click Go to display the list of forecasts. NOTE:  Forecasts of type My Revenues - Indirect Sales are listed only in the My Indirect Forecasts list view. They are not included in the My Forecasts, My Direct Team's Forecasts, All Forecasts, or All Forecasts Across Organizations list views.
   All Forecasts Across Organizations	Select to display a complete list of forecasts across all organizations.