---
schema_version: "1"
id: 815c604a089c008f1a2e1bd180706bc80800475224e8a308da86a581c2960a1c
title: Make Adjustments to Pipeline Forecasts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_adjusting_forecasts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_adjusting_forecasts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eebd89a9dbaa3f1911ed3b77c85b2c2b5024df735d7ae92974f319a83438242e
description: Adjusting overstated or understated Best Case, Most Likely, or Commit forecast values gives you a more accurate picture of the path to hitting your forecast or quotas. Updating the rollup values on the forecasts page doesn’t change the underlying amounts or quantities in the opportunities that make up the forecast.
products:
  - Sales Cloud
release: "264"
---
# Make Adjustments to Pipeline Forecasts

Adjusting overstated or understated Best Case, Most Likely, or Commit forecast values gives you a more accurate picture of the path to hitting your forecast or quotas. Updating the rollup values on the forecasts page doesn’t change the underlying amounts or quantities in the opportunities that make up the forecast.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Performance</strong>, and <strong>Developer</strong> Editions and in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d16538e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16538e73 ">To use Salesforce Forecasting:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16538e73 ">
              <p>View All Forecasts</p>
              <p>OR</p>
              <p>Allow Forecasting</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">Delegated forecast manager
                status</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16538e73 ">To access role-based forecasts in Lightning Experience:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16538e73 ">View Roles and Role Hierarchy</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16538e73 ">To adjust forecasts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16538e73 ">Override Forecasts</td>

          </tr>
        </tbody>
      </table>

Your Salesforce admin can choose to allow only managers to adjust subordinates and child territory forecasts, or allow all forecasts users to adjust their own forecasts and territory forecasts. The Salesforce mobile app supports owner adjustments only. You can’t adjust data in a custom forecast column added to a forecast type.

1. On the forecasts page in the desktop site, hover over the forecast that you want to adjust, and then click ![Pencil](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/pencil_lex.png). If Salesforce is configured to show adjustments as columns, make your own adjustments in the My Commit, My Best Case, or My Most Likely columns.
    
    In the Salesforce mobile app, on the Forecasts screen, tap ![Pencil](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/pencil_lex.png). You can also start by tapping the forecast that you want to adjust, and then tap ![Pencil](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/pencil_lex.png).
2. Enter the adjusted value and notes about why you made the adjustment.
    
    Each blank line (carriage return) in your note text counts as 2 characters. For example, if you copied and pasted text from another editor, the paragraphs can cause you to reach the character limit earlier than anticipated.
3. Save your changes.
    
    An ![Yellow triangle icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/forecast_adjustment_icon_sfx.png) icon appears in the cell to show that you adjusted the forecast.
    
    ![Forecasts page showing yellow triangle in forecast value cells that contain adjustments](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/forecasts3_showing_hiding_quotas.png)

To remove an adjustment you made (desktop site only), click ![Pencil](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/pencil_lex.png), and then click **Remove**.

In Salesforce Classic, adjustments are indicated with the following icons:

 
| Icon in Salesforce Classic | Definition |
| --- | --- |
| ![Your Adjustment Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/override_user.png) | You adjusted the forecast. You see this indicator only on your forecasts page. |
| ![Subordinates Adjustment Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/override_other.png) | One of your subordinates adjusted the forecast. You see this indicator on your forecasts page and your subordinates’ forecasts pages. |
| ![You plus subordinate adjustment icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/override_both.png) | You and one or more subordinates adjusted the forecast. You see this indicator only on your forecasts page, because when you drill down to a subordinate’s page, you see the page as that user sees it. |
| ![Save](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/save.png) | Save your adjustment. |
| ![Cancel](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/cancel.png) | Undo your adjustment, and restore the previous value of the forecast. Hover over the button to see a tooltip that tells you if the previous value includes an adjustment. |
| ![Adjustment note icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/forecasts3/blue_triangle.png) | The adjustment includes a note. |
| **remove** | Remove your adjustment, and restore the previous value, which can include someone else’s adjustment. |

#### See Also

- [Adjustments in Pipeline Forecasts](https://help.salesforce.com/s/articleView?id=sales.forecasts3_adjustments_overview.htm&release=264.0.0&type=5 "A forecast adjustment indicates an assessment about the sales value that a forecast manager or sales rep feels confident of closing during of the forecast period. Adjusting Best Case and Commit forecasts values is a way to accurately gauge where a sales team is on their path to hitting its sales numbers. An adjustment doesn’t change the underlying gross rollup and doesn’t appear in reports. It just adds a layer of detail to a forecast.")
- [Adjustment Deletions in Pipeline Forecasts](https://help.salesforce.com/s/articleView?id=sales.forecasts3_adjustments_purges.htm&release=264.0.0&type=5 "Review the scenarios that cause manager judgments and forecast adjustments to be deleted.")
- [View Forecasts from Different Perspectives](https://help.salesforce.com/s/articleView?id=sales.forecasts3_changing_data_source.htm&release=264.0.0&type=5 "If your Salesforce admin activates multiple forecast types, select the forecasts that are relevant to you as tabs on the forecast page. Then, you can quickly access each tab to review your forecast from different perspectives.")