About Configuring Revenue and Forecast Spreadsheets

Spreadsheets in Siebel Business Applications allow the user to view a list of values consolidated into a more concise format. For example, instead of seeing a long list of services delivered over a period of many months, the user sees just one row of information with the revenues listed out over time, with a series of dates as column headers.

The revenue spreadsheets are combined with revenue lists and revenue charts in Revenues views. You can move between the different displays by clicking the desired hyperlink in a Revenues view. This ability to view information in a variety of formats (list, chart, or spreadsheet) is useful when dealing with recurring revenues over time. This is especially true in cases where multiple products, employees, or revenue classes are involved in one user view.

Revenue and forecasting forms, lists, and charts are configured in Siebel Tools, using the standard properties and configuration techniques typically used for forms, charts, and lists. You can add columns, remove columns, change column headings, and apply calculations in Siebel Tools, using the same approach that you would use for almost any other Siebel applet.

Some revenue and forecast data displays in a spreadsheet-like applet. Spreadsheet applets are configured differently from forms, lists, and charts. This topic explains how to make changes to Revenue and Forecasting spreadsheet applets.

• Modifying Spreadsheet Applets for Forecasting describes how to change the configuration of a spreadsheet applet so that users can use spreadsheets in views other than Revenues, Forecasts, or Time Sheets.

• Configuring Spreadsheet Scrolling Buttons for Forecasting describes how to set up spreadsheet scrolling buttons.

• Adding a Dynamic Column to the Spreadsheet describes how to add or change a dynamic column on a spreadsheet view.