1. Siebel Forecasting Guide
  2. User Forecast Example

User Forecast Example

The user:

  1. Creates an opportunity product forecast.

  2. In the Details view, uses the spreadsheet and chart views to evaluate and adjust product revenues.

  3. Uses charts and reports to view product revenues by opportunity and to see aggregates of product quantity and revenue by opportunity.

  4. Uses queries to view live forecast details by opportunity.

    Preconfigured, these queries are set up to query by product.

  5. Adjusts and submits forecasts.

Note: To roll up total quantity, the administrator needs to make the quantity rollup available in the total forecast. This is a simple configuration procedure. Also, to use the forecast queries to filter opportunities, the administrator needs to configure this.