Examples of Partners Forecasting Their Revenue Without the Brand Owner Viewing Forecasts

Previous examples focused on producing forecasts for the brand owner company, though the partner company could sometimes share the forecasts. In the following examples, forecasts are produced exclusively for the use of the partner company:

• "Example of the Channel Manager Creating a Direct Partner Forecast Series"

• "Example of Multiple Partner Employees Creating Rollup Forecasts"

Example of the Channel Manager Creating a Direct Partner Forecast Series

This topic gives one example of how the partners forecast revenue. You might use this feature differently, depending on your business model

In this example, the channel manager creates a forecast series that allows only the partner relationship manager to run a forecast of the partner's own revenue. The partner relationship manager does not share this information with the brand owner.

The steps are identical to the steps in "Example of the Brand Owner Creating a Direct Annual Forecast of Revenue for One Partner Organization". The only difference is that instead of adding the channel manager to the Forecast Participants, you add the partner relationship manager at the partner company. Then, only the partner company can run these forecasts of its annual revenue.

Example of Multiple Partner Employees Creating Rollup Forecasts

This topic gives one example of how the partners forecast revenue. You might use this feature differently, depending on your business model

In this example, multiple partner employees run a forecast of the partner company's revenue. The partner does not share this information with the brand owner.

The steps required for this example are identical to the steps in "Example of the Brand Owner Creating a Rollup Forecast of Annual Revenue for a Partner Organization". The only difference is that the channel manager at the brand owner company is not included in the Forecast Series Participants list, so the brand owner does not automatically have visibility into the forecast.