Creating the Forecast Series

Before running a forecast, you must create the forecast series. The forecast series defines forecasts covering all committed, quarterly partner revenue.

To create the forecast series

1. Navigate to the Administration - Forecast screen.

2. In the Forecast Series list, add a new record.

3. Enter the values in the following table in the fields of the new record.

   Field	Description
   Series Name	A name for the forecast, such as Channel Manager’s Quarterly Partner Forecast.
   Auto Forecast Search Spec	([Partner] is not NULL or [Opportunity Primary Organization Partner Flag] = 'Y') and [Committed] = 'Y' and [Calculated Primary Flag] = 'Y'
   Active	checked
   Description	A description of the forecast, such as Channel Manager’s Quarterly Partner Forecast - Committed.
   Detail Depth	Summary Only
   View Mode	All Across Organizations
   Interval Period Type	Month
   Interval	1
   Base Period Type	Quarter

4. Navigate to the Forecasts Series Dates view.

5. In the Forecast Series Dates list, add a new record.

6. Enter the values in the following table in the fields of the new record.

   Field	Description
   Forecast Date	The date when you want to begin running forecasts. This can be today’s date.
   Description	A description, such as Q1 Partner Forecast.
   Start Date	The start date for the forecast period, such as 1/1/05.
   End Date	The end date for the forecast period, such as 3/31/05.

7. To create additional forecast dates, you can select the record you just created, click the menu button, and then click Copy Record. By default, the new forecast date is one month later and the rest of the fields are the same as in the original record. Repeat this step as many times as you want; as you repeatedly copy records, the Forecast Date continues to change to later dates. Therefore, you might want to change the Start Date and End Date periods to reflect the time frames of the forecasts you want to generate.

8. Navigate to the Forecast Series Participants view, and in the Forecast Series Participants list, add a new record.

   The Add Participants dialog box appears.

9. In the Add Participants dialog box, use a query to find the channel manager, select the channel manager’s record, and click OK.