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Siebel Dealer Administration Guide > Managing Sales (Dealer) > Process of Creating the Monthly Forecast (Dealer)At the end of the each month, the dealership's general manager usually consults with sales managers and sales managers consult with sales consultants to create the sales forecast for the next month. These forecasts are the sales goals for the store and the sales goal for each consultant for the month. Siebel Dealer automates this consultation process. The sales consultants enter their forecasts in Siebel Dealer, and the sales managers use these to create their forecasts. Then the general manager uses the sales managers' forecasts to create the store forecast. The process of creating monthly forecasts is similar to the process of creating yearly forecasts, except that:
To create the monthly forecast, the dealer goes through the following steps: |
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