1. Siebel Forecasting Guide
  2. User Forecast Example

User Forecast Example

The partner user:

  1. Creates a standard forecast as if they were part of the sales force, WW Sales.

  2. Makes adjustments and submits the forecasts to their appropriate internal partner manager.

    The partner manager then:

  3. Creates their own forecast.

  4. Reviews, and adjusts the partner’s forecast (which is automatically pulled into the partner manager’s forecast), and submits it.

For more information, see Siebel Partner Relationship Management Administration Guide.