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Siebel Forecasting Guide > Forecasting (End User) > About Forecast AdjustmentsManagers can adjust subordinate forecasts in one of the following three ways:
When a sales representative clicks Rollup for a specific forecast while in the forecast's Details view, the forecast is summed into the corresponding periodic summary records, which is displayed from the Summary tab. When summary records are updated, the total displayed in the Forecast Revenue field is also updated. When a sales representative clicks Rollup, any prior adjustments to the summary records are overwritten with the new values brought in from the detail records. For more information about forecast adjustments, see the following: |
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