Example of Multiple Partner Employees Creating Rollup Forecasts

This topic gives one example of how the partners forecast revenue. You might use this feature differently, depending on your business model

In this example, multiple partner employees run a forecast of the partner company's revenue. The partner does not share this information with the brand owner.

The steps required for this example are identical to the steps in Example of the Brand Owner Creating a Rollup Forecast of Annual Revenue for a Partner Organization. The only difference is that the channel manager at the brand owner company is not included in the Forecast Series Participants list, so the brand owner does not automatically have visibility into the forecast.