The forecasts hierarchy is a nested, expandable list of forecast managers and
subordinates that determines how forecasts roll up within your company and who can view and adjust
them. The forecast hierarchy is based on the user role hierarchy, or the territory hierarchy if
territory forecasts are enabled. To ensure that everyone has access to the forecasts they need,
keep your forecast hierarchy up to date.
Required Editions
| Available in: both Salesforce Classic and
Lightning Experience |
| Available in: Professional (role-based forecast hierarchy only),
Performance, and Developer Editions and in Enterprise and
Unlimited Editions with Sales
|
If you plan to use role-based forecasts, do the following to ensure everyone can see their
forecasts.
- Set up your user role hierarchy.
- Assign a forecast manager to the top level of the forecast hierarchy.
- Verify that each sales manager with subordinates is designated as a forecast manager.
If you plan to use territory forecasts, assign a forecast manager to every territory for which
you want to show rolled-up forecasts.
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From Setup, in the Quick Find box, enter
Forecasts Hierarchy, and then select Forecasts
Hierarchy.
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To see the available roles, click Expand All.
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Click Enable Users, and then move
users between the Available Users and Enabled Users lists. If you enabled a user page to allow
forecasting, the user’s name appears in the Enabled Users list.
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To select a forecast manager for each manager role in the
role-based hierarchy, click Assign Manager or Edit
Manager next to the role, and then select a name from the Forecast Manager
dropdown list.
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Save your changes.
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If you’ve enabled territory forecasts, assign forecast managers to territories.
As roles or users change in your company, be sure to update the forecast hierarchy to
reflect the correct forecast managers. If a user assigned as a forecast manager is deactivated or
removed from Salesforce, or is removed from a role or territory, forecast numbers don't roll up
correctly.
