Example of the Brand Owner Creating a Direct Annual Forecast of Revenue for One Partner Organization

This topic gives one example of how the brand owner forecasts partner revenue. You might use this feature differently, depending on your business model

In this example, only one person at the brand owner company, typically the channel manager, creates a forecast.

For this forecast, the forecast series defines forecasts that would cover annual revenue of one specific partner (Partner X) and be run once every quarter. The forecast results would provide a running total of forecasted revenues for the year.

You create this forecast series and forecast in the same way that you do in the example Example of the Brand Owner Creating a Direct Quarterly Forecast of All Partner Revenue, with these exceptions:

• Because this is an annual forecast that is run on a quarterly basis, you need to set up the Forecast Series Dates accordingly.

• You enter the values in the following table in the fields of the Forecast Series record.

  Field	Description
  Series Name	A name for the forecast, such as Channel Manager’s Annual Partner X Forecast.
  Auto Forecast Search Spec	([Sales Rep Organization] = ‘Partner X’ or [Opportunity Primary Organization] = 'Partner X') and [Committed] = 'Y' and [Calculated Primary Flag] = 'Y'
  Description	A description of the forecast, such as Channel Manager’s Annual Partner X Forecast - Committed.
  Active	checked
  Detail Depth	Summary Only
  View Mode	All Across Organizations
  Interval Period Type	Quarter
  Interval	1
  Base Period Type	Year