Certain actions can change forecasts. For example, while you’re viewing the forecasts
page, your subordinates can edit related opportunities and adjust the forecasts of their own
subordinates. And you can adjust one of your subordinates’ forecasts from your own page. To see
these changes, refresh the forecasts page.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Performance, and Developer Editions
and in Enterprise and Unlimited Editions with Sales |
In Salesforce Classic, when an opportunity update or forecast adjustment occurs for a forecast
that you selected in a rollup table, we let you know. To view the changes in either Salesforce
Classic or Lightning Experience, click Refresh.
- If the selected forecast has adjustments in process (your own or your subordinate’s), you see
a processing indicator (
) next to the
forecast.
- If any of the selected forecast’s related opportunities have been updated, you see the
processing indicator () in the header
of the opportunities list.
- A Processing Changes message appears in the opportunities list
header.
In Lightning Experience, a timestamp shows the date and time when you refreshed. In-progress
updates aren’t indicated.
