User Forecast Example

The user:

  1. Generates a forecast in the forecast series defined by the administrator

  2. Navigates to the Forecast, and selects the Summary Spreadsheet view

    The user will be able to see the Total Revenues and Last Forecast Total Revenues in a spreadsheet format. The data is shown using aggregation levels defined in Forecast Series and the revenue is combined by the period defined in the Summary Period Type field in Forecast Series. The Total Revenues reflects the amounts after adjustment.

    Note: The Last Forecast Total Revenues columns can be hidden using Siebel Tools.