Who Can Adjust Pipeline Forecasts

Forecast adjustments at the rollup level provide an assessment about the tpta; sales that the forecast owner feels confident to close during the forecast period. Your system settings and your place in the forecast hierarchy determines if you can view and make adjustments.

Required Editions

Adjustments available in: both Salesforce Classic and Lightning Experience in Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales

Role-Based Forecasts

Review who can view your forecast and adjust your forecast total. The details in this table apply to role-based forecasts only.

User	Can they view your forecasts?	Can they adjust your role-based forecasts?
Your manager’s manager	Yes	No
Your manager	Yes	Yes. Managers adjust forecasts from their own forecasts pages.
You	Yes	Yes, if enabled by your admin. You can adjust forecast totals only, not the subtotal for My Opportunities.
Your subordinate in the role-based hierarchy	No	No
The subordinate of your subordinate in the role-based hierarchy	No	No
Anyone you shared your forecasts with	Yes	Yes, if you selected View and Edit as the access level.

Review whose forecasts you can view and adjust. The details in this table apply to role-based forecasts only.

User	Can you view role-based forecasts?	Can you adjust role-based forecasts
Your manager’s manager	No	No
Your manager	No	No
You	Yes	Yes, if enabled by your Salesforce admin
Your subordinate in the role-based hierarchy	Yes. However, if you select a direct subordinate’s forecast, you see the same view as that subordinate, so your adjustments aren’t visible.	Yes. You can adjust these forecasts from your own forecasts page.
The subordinate of your subordinate in the role-based hierarchy	Yes. You see the same view that the subordinate sees.	No. Your direct reports can adjust their own direct reports’ forecasts.
Anyone who has shared their forecasts with you	Yes. You see the same view that the sharer sees.	Yes, if they selected View and Edit as the access level.

Territory Forecasts

Review who can view your territory forecast and adjust the territory’s forecast total. The details in this table apply for territory forecasts only.

User	Can they view the territory’s forecasts?	Can they adjust the territory’s forecasts?
Parent Territory’s forecast manager	Yes	Yes
Another territory’s forecast manager	Yes, if the territory is above the territory in the hierarchy	Yes, if the user is the forecast manager for the territory.
Anyone you shared your forecasts with	Yes, the user sees the same view that the sharer sees	Yes, if you selected View and Edit as the access level when you shared the forecast.

Review whose forecasts you can view and adjust. The details in this table apply to territory forecasts only.

Are you assigned as the territory’s forecast manager?	Can you view the territory’s forecasts?	Can you adjust the territory’s forecasts?
Yes	Yes	Yes, if owner adjustments are enabled.
No, but I’m assigned as another territory’s forecast manager.	Yes, if the territory you’re assigned to as forecast manager is above this territory in the hierarchy.	Yes, if: The territory you’re assigned to as forecast manager is above this territory in the hierarchy. Manager adjustments are enabled.
No, I’m not assigned as forecast manager for any territory.	Only if: The territory has no forecast manager assigned. You’re assigned to the territory.	Only if: The territory has no forecast manager assigned. You’re assigned to the territory. Owner adjustments are enabled.
Shared forecast from another Territory forecast manager	Yes, the user sees the same view that the sharer sees	Yes, if they selected View and Edit as the access level when you shared the forecast.