Example of the Brand Owner Creating a Direct Quarterly Forecast of All Partner Revenue

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.

The forecast series in this example covers quarterly revenues that have been committed where a partner employee is the primary on the sales team or the partner organization is the primary in the Organization field. Forecasts would be run once every month.

This example consists of the following tasks:

• Creating the Forecast Series

• Creating the Forecast