Allow forecast managers to indicate which of their subordinates’ opportunities they have high confidence of closing during the current forecast period. To get the most benefit out of manager judgments, we recommend also enabling managers to make adjustments at the forecast rollup level. Manager judgments are supported for forecast types based on opportunity, opportunity product, and line item schedule objects only.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales |
| User Permissions Needed | |
|---|---|
| To view the Forecasts Settings page: |
View Setup and Configuration AND View All Forecasts OR Allow Forecasting OR delegated forecast manager |
| To edit the Forecasts Settings page: | Customize Application |
| To enable forecasts users for judgments: |
Manage Users AND Customize Application |
| To customize the opportunity list in a forecast type: |
Customize Application AND Manage Public List Views |
- From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
- Edit the Enable Adjustments and Judgments section and select Manager Judgments.
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To change the picklist values that are available in the Manager Judgment field in the
forecasts opportunity list to meet your business needs, edit the values in the provided
table.
Ensure that the values you add match the behavior described for each value. The IN value is used to indicate opportunities that a forecast manager feels are definitely going to close and roll up as and are part of a forecast adjustment. The OUT value indicates opportunities that a forecast manager doesn’t want to include in the forecast and are excluded from the.roll up.If you change the judgment values, check whether they have translations and update them as needed. Any translation values are shown in the user’s selected language on the forecasts page. For more information, see Translation Workbench. The translated values aren’t included on the Setup page.
- Save your changes.
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For each forecast type that you want to allow manager judgments in, edit the forecast
type’s opportunity list to include the Manager Judgment column.
For user role hierarchy forecast types, ensure that the opportunity list also includes the Owner Full Name column. For territory-based forecast types, add the Territory Name column. To see the column in the Salesforce mobile app, make sure it’s one of the first four columns in the opportunity list.
- Ensure that each forecast manager has the Override Forecasts user permission in their profile. This permission is available in the standard profile by default.
If you no longer want forecast managers to apply judgment to opportunities in their forecasts, disable the option in Setup. Updating user permissions isn’t required judgments. See Manager Judgment Deletions in Pipeline Forecasts.