1. Siebel Forecasting Guide
  2. User Forecast Example

User Forecast Example

The user:

  1. Creates a forecast based on the product cost/margin forecast series.

    In the forecast Details they see the revenues they are working on automatically pulled into their forecast.

  2. Views the total revenue expected from each of these revenues from the Forecast Details list view, or views the cost and margin expectations over time for each product using the spreadsheet view.

  3. Views a graphical presentation of this data using the Chart view, or by creating reports.

  4. Adjusts and submits the forecast.

Note: This example requires minor configuration to the revenue spreadsheet view to see the Cost and Margin by each date. For more information about configuring the revenue spreadsheet view, see About Configuring Revenue and Forecast Spreadsheets.