Manager Judgment Deletions in Pipeline Forecasts

Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales

Manager judgments are deleted in role-based forecast types when any of these changes happen.

• An opportunity is deleted.
• The opportunity owner changes to someone who reports to a different forecast manager. If the new opportunity owner reports to the same forecast manager, the forecast manager’s judgment is retained.
• The opportunity owner is no longer enabled to use forecasts in Salesforce.
• The user role of opportunity owner changes, and the owner no longer reports to the forecast manager.
• The forecast manager changes, even if the manager is assigned to the same user role.
• The forecast manager no longer has access to forecasts in Salesforce. All judgments that the forecast manager made are deleted. Any judgments on opportunities that forecast manager owned are also deleted.

For information about how territory-based forecasts are affected, see Considerations for Managing Territory Forecasts.