---
schema_version: "1"
id: c86b1568243b582f405dac68b8f7cbf07a3388eb6ed7794744db9a11ee5d255f
title: Allow Manager Judgments in Pipeline Forecasts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_judgments_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_judgments_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 263bcac5f8e2a114dd02808812502d487ebf0c5f7f3c8aa0176c87f2bac572e9
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Allow Manager Judgments in Pipeline Forecasts

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

<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="d17042e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17042e73 ">To view the Forecasts Settings page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17042e73 ">
              <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="d17042e73 ">To edit the Forecasts Settings page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17042e73 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17042e73 ">To enable forecasts users for judgments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17042e73 ">
              <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="d17042e73 ">To customize the opportunity list in a forecast type: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17042e73 ">
              <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>

1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select **Forecasts Settings**.
2. Edit the Enable Adjustments and Judgments section and select **Manager Judgments**.
3. 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](https://help.salesforce.com/s/articleView?id=platform.workbench.htm&type=5&language=en_US). The translated values aren’t included on the Setup page.
4. Save your changes.
5. 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.
6. 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](https://help.salesforce.com/s/articleView?id=sales.forecasts3_judgments_deletions.htm&release=264.0.0&type=5 "Review the scenarios that cause manager judgments to be deleted from opportunities in a pipeline forecast.").