---
schema_version: "1"
id: 2bf59c74e94f573666d5f1b3e7b8dd97321cd644113f941d28a58434c88091fc
title: Apply Manager Judgment to Opportunities in Pipeline Forecast
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_judgments_apply.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_judgments_apply.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1de26456bcb8020b182049d3c2e45518aebe91fbee85b9f695c73c2d838942c1
description: To create the most accurate forecast possible, apply your judgment as a forecast manager about whether you consider a subordinate’s opportunity part of your forecast. Then you have the details about the total value of the opportunities when you review and adjust the total Commit forecast.
products:
  - Sales Cloud
release: "264"
---
# Apply Manager Judgment to Opportunities in Pipeline Forecast

To create the most accurate forecast possible, apply your judgment as a forecast manager about whether you consider a subordinate’s opportunity part of your forecast. Then you have the details about the total value of the opportunities when you review and adjust the total Commit 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: 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="d10550e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10550e73 ">To use Salesforce Forecasting:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10550e73 ">
              <p>View All Forecasts</p>
              <p>OR</p>
              <p>Allow Forecasting</p>
              <p>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="d10550e73 ">To access role-based forecasts in Lightning Experience:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10550e73 ">View Roles and Role Hierarchy</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10550e73 ">To apply judgments and adjust forecasts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10550e73 ">Override Forecasts</td>

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

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

Note Applying manager judgments is supported in the desktop site only.

As a forecast manager, you can apply judgment to opportunities that your subordinates own. You can’t apply judgments to opportunities that you own that are part of your forecast.

1. On the forecasts page, select the forecast value that you want to review.
    
    The opportunities that roll up to that forecast are shown in the opportunities list.
2. In the Manager Judgment field, indicate whether the opportunity is included or excluded from the forecast
3. Save your changes.

The total of the opportunities that have closed and opportunities judged as included, or “in,” the forecast are shown when hovering over the Commit forecast. To see the details, hover over the ![Forecast adjustment icon in Lightning Experience](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.

![Manager judgment](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_manager_judgment_hover.png)

If Salesforce is configured to show adjustment details in columns, hover over the My Commit forecast to see the manager’s judgment Total IN value.

#### See Also

- [Who Can Adjust Pipeline Forecasts](https://help.salesforce.com/s/articleView?id=sales.forecasts3_adjustments_who.htm&release=264.0.0&type=5 "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.")