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Siebel Forecasting Guide > Common High-Level Forecast Usage Examples > Opportunity ForecastingUsers often need a sales pipeline and actual revenues to proactively manage key deals, allocate sales resources, manage sales costs, and respond to competitive or industry trends. Forecast RequirementsThe forecast must allow opportunity management consistent with the company's sales methodology, for example, sales stage, revenue class, and probability. Administrator Usage ExampleThe administrator defines a forecast series with the name WW Sales. The Auto Forecast Search Spec is set as follows: [Calculated Primary Flag] = 'Y' This search pulls opportunity-level revenue items into the forecast. User Revenue Example
User Forecast Example |
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