About Rollup, Corporate Snapshot, and Hybrid Forecast Types

A rollup forecast is one that moves up through a hierarchy. It involves many participants and facilitates sales and forecast management. A personal forecast with details is an example of a rollup forecast. For more information, see Creating a Personal Forecast Series with Details.

A corporate snapshot allows you to avoid forecasting altogether. It provides you with an instant way of seeing your revenues over time. A global forecast is an example of a corporate snapshot. For more information, see Creating a Global Forecast Series.

A hybrid forecast allows you to have more than one visibility in one forecast and thus to combine a rollup and snapshot forecast, if appropriate. For example, one manager does not want the team to create individual forecasts, but another does. A hybrid forecast allows both managers to forecast their own way; snapshot and rollup, and still roll up to their VP. For more information, see Creating a Hybrid Forecast Series.