Contents

• Title and Copyright Information
• Preface
• 1 What’s New in This Release
  • What’s New in , Siebel CRM 19.1 Update
  • What’s New in Siebel Forecasting Guide, Siebel 2018.
• 2 Overview of Forecasting
  • Overview of Forecasting
  • About Siebel Forecasting
  • Forecasting Terms
  • Key Features of Siebel Forecasting
  • About Forecasting Screens
  • About Types of Forecasts
    • About Detail, Summary, and Standard Forecast Types
    • About Rollup, Corporate Snapshot, and Hybrid Forecast Types
• 3 Getting Started with Siebel Forecasting
  • Getting Started with Siebel Forecasting
  • About Forecasting Requirements
  • About Forecasting Process Design
  • Guidelines for Improving Forecasting Performance
    • Minimize the Number of Records in the Forecasting Table
    • Minimize the Number of Participants
    • Minimize the Duplication of Data
    • Minimize the Complexity of the Forecasting Process
    • Minimize the Number of Aggregation Levels
• 4 Forecasting Migration
  • Forecasting Migration
  • About Forecasting Migration
    • About the Automatic Upgrade Feature
    • About the Data Migration Utility
  • Upgrading Forecasting Automatically
  • Upgrading Forecasting Using the Data Migration Utility
• 5 Forecasting Prerequisites
  • Forecasting Prerequisites
  • About Using the Periods Table in Forecasting
  • About Using the Currencies Table in Forecasting
  • About Setting Up Currency Exchange Rates for Forecasting
  • About Using Units of Measurement in Forecasting
  • About Units of Measurement and Product Definitions
  • Setting Up Units of Measurement Conversion for Forecasting
  • About Setting Up Employee Positions and Employee Reporting Structure for Forecasting
  • About Revenue Classes and Revenue Types
  • About Forecasting System Preferences
    • Forecast: Auto-Forecast System Preference
    • Forecast: Use Server System Preference
• 6 Setting Up Forecasting
  • Setting Up Forecasting
  • About Forecast Series
  • Scenario for Setting Up Forecasting
  • Creating a Forecast Series
    • Creating Search Specifications for Forecast Series
    • Defining Forecast Series Dates
    • Adding Forecast Series Participants
      • Adding Participants to a Forecast Series
      • Defining a Forecast-Specific Hierarchy For Participants in a Forecast Series
    • Adding Forecast Series Organizations
    • Adding Aggregation Levels
    • Adding a Custom Field for Aggregation
    • Moving Forecast Dates Ahead Automatically
    • About Copying a Forecast Series
  • Types of Forecast Series
    • Creating a Personal Forecast Series with Details
    • Creating a Personal Forecast Series without Details
    • Creating a Standard Personal Forecast Series
    • Creating a Global Forecast Series
    • Creating a Departmental Forecast Series
    • Creating a Hybrid Forecast Series
    • Setting Up Customer Adaptive Forecasting
    • About Creating a Partner Forecast Series
  • Deactivating Auto-Forecast
  • About Configuring Revenue and Forecast Spreadsheets
    • Spreadsheet Column Types
    • Spreadsheet Groups
    • Modifying Spreadsheet Applets for Forecasting
    • Configuring Spreadsheet Scrolling Buttons for Forecasting
      • Configuring the Position of Spreadsheet Scrolling Buttons
      • Deactivating Scrolling Spreadsheet Buttons
    • Adding a Dynamic Column to the Spreadsheet
• 7 Revenues
  • Revenues
  • About Revenues
  • About Opportunities, Accounts, and Products
  • Scenario for Using Revenues
  • About Configuring Revenue SmartScripts
  • Creating Revenue Plan Templates
  • Adding a New Revenue to an Opportunity (End User)
  • Adding Multiple or Recurring Revenues Using SmartScripts (End User)
  • Adding a Split Revenue (End User)
  • Using a Revenue Plan (End User)
  • Reviewing Revenues (End User)
  • Modifying a Revenue Item (End User)
  • Viewing the Revenue Spreadsheet (End User)
  • Using Revenue Charts for Reporting (End User)
  • About Using Revenue Reports (End User)
  • About Distinguishing Between Revenues (End User)
• 8 Forecasting (End User)
  • Forecasting (End User)
  • Scenario for Forecasting
  • Scenario for Forecasting - Product Quantity Forecasting
  • Setting a Default Unit of Measurement
  • Creating a Forecast
  • Adding Forecast Details
  • Adding Ad-Hoc Revenue Line Items to a Forecast
  • Viewing Forecasts
    • Viewing Forecast Details
    • Viewing the Forecast Summary
    • Viewing a Subordinate’s Forecasts
    • Viewing and Creating Subordinate’s Forecasts Remotely
  • About Forecast Adjustments
    • Adjusting a Detail Depth Forecast
    • Adjusting a Summary Depth Forecast
    • Adjusting a Standard Depth Forecast
    • Auto-Adjusting a Forecast
    • Unadjusting a Forecast
    • Adjusting a Subordinate’s Forecast
  • API Driven Forecasting
  • Submitting a Forecast
  • Rolling Up a Forecast
  • Refreshing a Forecast
    • Refreshing a Forecast
  • Rejecting a Subordinate’s Forecast
    • Updating a Rejected Forecast
  • Updating Revenues from a Forecast
    • Updating Revenues Containing Custom Fields
  • Updating a Forecast with a Revenue Item
  • About Analyzing Forecasts
• 9 Matrix Sales Organization
  • Matrix Sales Organization
  • About the Matrix Sales Organization
  • About Changing the Visibility of My Team’s Opportunities View
  • About Using the My Team’s Revenues View (End User)
  • About Using the All and All Across Organization Views (End User)
  • About Adding Overlay Managers to the Sales Team (End User)
• 10 Importing and Exporting Forecast Information
  • Importing and Exporting Forecast Information
  • Scenario for Importing and Exporting
  • Exporting Forecast Data (End User)
  • Importing Revenue Data (End User)
  • Exporting Revenue Data (End User)
  • About Updating Predefined Mapping in the Revenue Import Process
    • Updating a Display Name
    • Updating a New Field
• 11 Troubleshooting Forecasting and Revenues
  • Troubleshooting Forecasting and Revenues
  • Troubleshooting Forecasting and Revenues
• 12 Common High-Level Forecast Usage Examples
  • Common High-Level Forecast Usage Examples
  • Product Quantity Forecasting
    • Forecast Requirements
    • Administrator Usage Example
    • User Revenue Example
    • User Forecast Example
  • Opportunity Forecasting
    • Forecast Requirements
    • Administrator Usage Example
    • User Revenue Example
    • User Forecast Example
  • Service Forecasting
    • Forecast Requirements
    • Administrator Usage Example
    • User Revenue Example
    • User Forecast Example
  • Product Level Forecasting
    • Forecast Requirements
    • Administrator Usage Example
    • User Revenue Example
    • User Forecast Example
  • Cost-Margin Forecasting
    • Forecast Requirements
    • Administrator Usage Example
    • User Revenue Example
    • User Forecast Example
  • Worst, Expected, Best (WEB) Forecasting
    • Forecast Requirements
    • Administrator Usage Example
    • User Revenue Example
    • User Forecast Example
  • Partner Forecasting Option I: Partner Portal
    • Forecast Requirements
    • Administrator Usage Example
    • User Revenue Example
    • User Forecast Example
  • Partner Forecasting Option II: Triggered by Partner Manager
    • Forecast Requirements
    • Administrator Usage Example
    • User Revenue Example
    • User Forecast Example
  • Opportunity Product Forecasting
    • Forecast Requirements
    • Administrator Usage Example
    • User Revenue Example
    • User Forecast Example
    • About Forecasting Opportunity Products
  • Weighted Average—Expected Revenue Forecasting
    • Forecast Requirements
    • Administrator Usage Example
    • User Revenue Example
    • User Forecast Example
  • Global Account or Product Forecasting
    • Global Account Forecast Snapshot
    • Ad Hoc Global Account Revenues Screen
    • Account Revenues Management
  • Indirect Sales Forecasting
    • Forecast Requirements
    • User Revenue Example
    • Administrator Usage Example
    • User Forecast Example
  • Forecast Summary Spreadsheets
    • Forecast Requirements
    • Administrator Usage Example
    • User Forecast Example
  • Last Forecast Adjustment Amounts
    • Forecast Requirements
    • Administrator Usage Example
    • User Forecast Example
• 13 Forecasting User Properties
  • Forecasting User Properties
  • About Forecasting User Properties
  • Forecast 2000 - Forecast User Properties
    • Using the Named Search: Forecast Series Date Range User Property
  • Forecast 2000 - Forecast Item User Properties
  • Forecast 2000 - Forecast Item Detail User Properties
  • Forecast 2000 - Forecast Item Detail Flat User Properties
  • Forecast 2000 - Forecast Item DynCol User Properties
  • Forecast 2000 - Forecast Series User Property
  • Forecast 2000 - Forecast Series Aggregation User Property
  • Forecast 2000 - Forecast Series Date User Properties
• 14 API Driven Forecasting
  • API Driven Forecasting
  • About API Driven Forecasting
  • Forecast 2000 - Forecast Service
  • Forecast 2000 - Forecast Service Business Service Methods
    • GenerateForecast Method
    • RollUpForecast Method
  • Forecast 2000 - Forecast Service Business Service Method Arguments
    • GenerateForecast Method Arguments
    • RollUpForecast Method Arguments