Example of the Channel Manager Creating a Direct Partner Forecast Series

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, the channel manager creates a forecast series that allows only the partner relationship manager to run a forecast of the partner’s own revenue. The partner relationship manager does not share this information with the brand owner.

The steps are identical to the steps in Example of the Brand Owner Creating a Direct Annual Forecast of Revenue for One Partner Organization. The only difference is that instead of adding the channel manager to the Forecast Participants, you add the partner relationship manager at the partner company. Then, only the partner company can run these forecasts of its annual revenue.