Adjusting a Forecast

Adjusting a Forecast

Document number: 11338

Managers can create three types of adjustments to Forecast data before they submit the Forecast.

At the Individual Opportunity level
At the Sales User level
At the Pillar/Region/Territory level

Individual Opportunity level

Select Sales, Forecasts, Revenue Forecast, and then Rollup.
On the Revenue Forecast Rollup Search page, enter existing search criteria and click Search to display possible matches. Select the appropriate item from the list.
Open Forecast for Timeframe.
From the Revenue Forecast Rollup screen, expand the Sales User by marking on the Select check box to the left of the Sales Rep's name and then clicking on the Expand Selected button.
Check that all necessary columns are personalized and displayed.
Click on the Opportunity Adjustment icon (at the right) to create a new adjustment.
Specify Forecast Type, Revenue Type, and enter adjustment amount.

When you create an adjustment, all key data is copied down from the opportunity. Specify the adjustment amount in the Revenue USD field and save the forecast. You will then notice the adjustment amount included in the Total Contract Value for the Sales User.
Click Save to save the forecast.
Note: For all adjustments, the system tracks who made the adjustment and puts that person's name in the Adjustment By Name field. Personalize your columns and select this field to view this information.

Click here to go back to the beginning of the document

Sales User level

Select Sales, Forecasts, Revenue Forecast, and then Rollup.
On the Revenue Forecast Rollup Search page, enter existing search criteria and click Search to display possible matches. Select the appropriate item from the list.
Open Forecast for Timeframe.
From the Revenue Forecast Rollup screen, expand the Sales User by marking on the Select check box to the left of the Sales Rep's name and then clicking on the Expand Selected button.
From the Revenue Forecast Rollup screen, expand the Sales User by marking on the Select check box to the left of the Sales Rep's name and then clicking on the Expand Selected button.
Click Create Sls User Adj. Note that this button is not available after the Forecast has been submitted.
- The Create Sls User Adj button will add a row at the end of a Sales User's Opportunity list, to allow an adjustment to be made across all of the rep's Opportunities. Specify Forecast Type, Revenue Type, and enter the adjustment amount.

Note: For all adjustments, the system tracks who made the adjustment and puts that person's name in the Adjustment By Name field. Personalize your columns and select this field to view this information.

Click here to go back to the beginning of the document

Pillar/Region/Territory level

Select Sales, Forecasts, Revenue Forecast, and then Rollup.
On the Revenue Forecast Rollup Search dialog page, enter existing search criteria and click Search to display possible matches. Select the appropriate item from the list.
Open Forecast for Timeframe.
Click on the Manager Adjustments button. This allows an adjustment for the entire Forecast for a Pillar, Region, or Territory. Note that this button is not available after the Forecast has been submitted.
Check that all necessary columns are personalized and displayed.
Specify Forecast Type, Revenue Type, and enter adjustment amount.

To enter additional adjustments, expand the forecast detail section under your name and use the Create Sales User Adjustment button.

Note: The Manager Adjustments button works only if there is not already a line entry for the manager creating the adjustment. If there is already a forecast detail for the manager creating the overall territory adjustment, expand the sales user forecast detail and use the Create Sales User Adjustment button.
Click Save.

Note: For all adjustments, the system tracks who made the adjustment and puts that person's name in the Adjustment By Name field. Personalize your columns and select this field to view this information.

Click here to go back to the beginning of the document