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Refreshing ForecastsYou can refresh some values for an unsubmitted forecast if an opportunity or product value changes. After you make the adjustments, you submit the forecast so that Siebel CRM On Demand recalculates and updates all forecasting totals. You can adjust forecasts that have not been submitted. However, rather than changing the forecast totals, it is better to update the record values that contribute to the forecast amounts, and then recalculate the forecast totals, as described in this section. Updates to the Revenue, Close Date, Sales Stage, Probability, Forecast, or Status fields can affect your forecast. To update record values and refresh forecast amounts
After updating your records, you might still want to adjust your forecast summary to reflect your sales expectations more accurately. Adjusting a Forecast SummarySales representatives and managers can make high-level adjustments by month to the forecast summary to make sure that the automatically generated forecast reflects values based on professional judgement. You can adjust the following forecast summary fields manually, if necessary:
To adjust a Forecast Summary manually
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Published 05/11/2007 |