Administrator Usage Example

The administrator defines the partner forecast series. The Auto Forecast Search Spec is set up as follows:

[Partner] IS NOT NULL OR [Opportunity Primary Organization Partner Flag] = 'Y'

This search specification pulls revenue line items that have a partner indicated into the forecast.

Then, the administrator makes sure the partner manager is associated with the forecast and that the partner manager’s positional hierarchy rolls up correctly for the forecast process. For more information, see Siebel Partner Relationship Management Administration Guide.