---
schema_version: "1"
id: 2ab6b8f51e539b50828fed74fd8f3f8c75241b9061a68043955ef816e6de72aa
title: Allow Forecast Adjustments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_enable_adjustments_intro.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_enable_adjustments_intro.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 368292d63dc05701b489143655eec09bb6d18fd875bd9e9c3198141b5b67ec5c
description: Help your sales team produce the most accurate forecast possible and allow managers or forecast users to adjust rollup values.
products:
  - Sales Cloud
release: "264"
---
# Allow Forecast Adjustments

Help your sales team produce the most accurate forecast possible and allow managers or forecast users to adjust rollup values.

### 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: 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="d11096e77">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11096e77 ">To view the Forecasts Settings page:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11096e77 ">
                <p>View Setup and Configuration</p>
                <p>AND</p>
                <p style="margin-bottom:0;">View All Forecasts OR Allow Forecasting OR
                  delegated forecast manager</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11096e77 ">To edit the Forecasts Settings page:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11096e77 ">Customize Application</td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11096e77 ">To enable forecasts users for adjustments:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11096e77 ">
                <p>Manage Users</p>
                <p>AND</p>
                <p style="margin-bottom:0;">Customize Application</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11096e77 ">To customize the opportunity list in a forecast type: </td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11096e77 ">
                <p>Customize Application </p>
                <p style="margin-bottom:0;">AND</p>
                <p style="margin-bottom:0;"> Manage Public List Views</p>
              </td>

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

Before you start, make sure that you’re working in Lightning Experience.

## Enable Forecast Adjustments

Allow forecast users who anticipate differences between the current forecast values and future sales results to adjust the forecast rollup values in their forecasts. You specify whether forecast managers can adjust subordinates’ and child territory forecasts, whether forecast users can adjust their own forecasts, or both. If multiple forecast types are active, each forecast type maintains separate adjusted amounts.

1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select **Forecasts Settings**.
2. In the Enable Adjustments and Judgments section, select who can make forecast adjustments:
    - To let forecast managers adjust the forecasts of their immediate subordinates and child territories, select **Manager adjustments**. This setting is on by default.
    - To let all forecast users adjust their own forecasts, including the territory forecasts that they own, select **Owner adjustments**.
3. Select to show adjustments when you’re hovering over adjustable forecast category cells in the forecast summary or show as separate columns for each adjustable forecast category. This setting applies only to pipeline forecasts.
    
    Selecting to show adjustments as columns adds columns for each adjustable forecast category on the forecasts page. For each adjustable forecast category, up to three columns are shown.
    
    - A column with the original forecast value before any adjustments
    - If owner adjustments are enabled, a column with the forecast user’s direct reports’ adjustments
    - A column with the forecast user’s own adjustments
    
    Any notes about an adjustment are viewable when you hover over the column. If you change how to show adjustments, no adjustment data is lost.
4. Save your changes.
5. Ensure that each user who adjusts forecasts has the Override Forecasts user permission in their profile. This permission is available in the standard profile by default.

## Rename Adjustment Columns

If you select to show adjustments as columns on the forecasts page, you can change the default column names to fit your sales model and business practices. For example, rename the My Commit column to Call or Call Number to indicate that it’s your best estimate about the forecast.

Adjustment columns apply to pipeline forecasts only.

1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select **Forecasts Settings**.
2. Edit the Enable Adjustments and Judgments section. Ensure at least one adjustment option is selected, adjustments are shown as columns, and that those settings are saved.
3. After the adjustment settings are saved, see the table and update the column names for each adjustable category.
    
    Whether you selected Manager Adjustments or Owner Adjustments determines which columns are available to rename. Ensure that the column names you add match the category and the behavior described. If the browser window is resized, column names are truncated. We recommend using short names.
4. Save your changes.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_important.png)

Important The changes you make in the table update adjustment column names only. For instructions to change category names, see [Customize Salesforce Forecasting Categories](https://help.salesforce.com/s/articleView?id=sales.forecasts3_customizing_forecasts_categories.htm&release=264.0.0&type=5 "A forecast category is the category within the sales cycle to which an opportunity is assigned based on its opportunity stage. The standard forecast categories are Pipeline, Best Case, Commit, Omitted (not included in forecasts), and Closed. Salesforce admins can add a Most Likely category in Lightning Experience and rename categories in both single category rollups and cumulative category rollup scenarios.").

## Disable Forecast Adjustments and Manager Judgments

If you no longer want forecast managers and users to adjust forecasts, or forecast managers to apply judgment to opportunities in a forecast, disable the options in Setup. Updating user permissions isn’t required to disable either option.

![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_warning.png)

Warning Disabling forecast adjustments removes existing adjustments for all forecast types. Before disabling these features, see [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.").

1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select **Forecasts Settings**.
2. Edit the Enable Adjustments and Judgments section.
3. Deselect the options you no longer want to allow.
4. Save your changes.

#### See Also

- [_Salesforce Forecasting Implementation Guide_](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/forecasts.pdf)
- [Manage Opportunity Stage to Forecast Category Mappings for Pipeline Forecasts](https://help.salesforce.com/s/articleView?id=sales.faq_forecasts_category_mapping.htm&type=5&language=en_US)