Creating a Hybrid Forecast Series

A hybrid forecast allows you to have My Revenues and My Team’s Revenues visibility in the same Forecast series, therefore combining a rollup and departmental snapshot forecast.

• The hybrid forecast allows for a forecast process to include both a rollup forecast and a departmental forecast in the same forecast series.

• Use the hybrid forecast if one manager does not want or cannot have subordinates creating a formal forecast each period, yet another manager wants to have subordinates running a formal forecast rollup.

• Do not use the hybrid forecast if both managers want either just a rollup or departmental forecast.

To create a hybrid forecast series

1. Navigate to the Administration - Forecast screen, then the Forecast Administration view.

2. Create a forecast series.

   For information, see Creating a Forecast Series.

3. Click the Forecast Series Participants tab and add the appropriate users.

   For information about adding participants, see Adding Forecast Series Participants.

4. Once you have added a participant, choose their visibility from the Visibility drop-down list by selecting either My Revenues or My Team’s Revenues.

   Note: For a forecast series where visibility is set to My Revenues - Indirect Sales, the Visibility column is not available from the Add Participants view.
   Caution: Do not select My Team’s Revenues for a manager that has included a participant as this results in double-counting.
   Note: If you cannot see the Visibility field in the Forecast Series Participants list, check to see which columns are being displayed.