---
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title: Guidelines for Refreshing Forecasts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_refresh_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_refresh_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: aa610591f3b8d6dbc896055bb516ab9aa9f953f0cb7c5e5d13f1088caa4ef074
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Guidelines for Refreshing Forecasts

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

<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: both Salesforce Classic and 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>

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 (![clock icon](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/processing.png)) next to the forecast.
- If any of the selected forecast’s related opportunities have been updated, you see the processing indicator (![clock icon](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/processing.png)) 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.

#### See Also

- [Adjustments in Pipeline Forecasts](https://help.salesforce.com/s/articleView?id=sales.forecasts3_adjustments_overview.htm&release=264.0.0&type=5 "A forecast adjustment indicates an assessment about the sales value that a forecast manager or sales rep feels confident of closing during of the forecast period. Adjusting Best Case and Commit forecasts values is a way to accurately gauge where a sales team is on their path to hitting its sales numbers. An adjustment doesn’t change the underlying gross rollup and doesn’t appear in reports. It just adds a layer of detail to a forecast.")
- [Adjustment Deletions in Pipeline Forecasts](https://help.salesforce.com/s/articleView?id=sales.forecasts3_adjustments_purges.htm&release=264.0.0&type=5 "Review the scenarios that cause manager judgments and forecast adjustments to be deleted.")