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Siebel Forecasting Guide > Common High-Level Forecast Usage Examples > Partner Forecasting Option I: Partner PortalSometimes a partner's revenues are a large part of a company's overall revenues, and they need to be more proactive in managing such revenues, measuring the partners, and allocating resources to the channel partners. In this example, a partner user is responsible for entering partner revenues through the Partner Portal and for creating the forecast. Forecast RequirementsThe forecast must incorporate partner opportunities and revenues automatically. Administrator Usage ExampleThe administrator defines a forecast series with the name WW Sales. The Auto Forecast Search Spec is set up as follows to include partner revenues: [Partner] IS NOT NULL and [Committed] = 'Y' This search specification pulls revenue line items that have a partner indicated into the forecast. The administrator makes sure the correct participant's name or organization is associated with the forecast series. For more information, see Siebel Partner Relationship Management Administration Guide. User Revenue Example
User Forecast Example
For more information, see Siebel Partner Relationship Management Administration Guide. |
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