Increase visibility into your forecast and ensure stakeholders can view, adjust, submit, and report on projected sales. For example, a sales manager can share her forecasts with Sales Ops for reporting purposes, or with another sales manager while she’s out of the office.
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 use Salesforce Forecasting: |
View All Forecasts OR Allow Forecasting OR Delegated forecast manager status |
| To access role-based forecasts in Lightning Experience: | View Roles and Role Hierarchy |
| To share forecasts: | Forecast manager in the role-based or territory-based hierarchy |
Forecast managers can share their forecasts page with other Salesforce users at their company who have access to forecasts, and who have read access to their user in Salesforce. For example, if Jane shares her forecast data with Tom, Tom must have at least read access to Jane’s user record to view the forecast data.
You can’t share forecasts with portal users, Chatter users, or groups, or share territory forecasts.
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On the forecasts page, click
.
- Choose the coworker you want to grant access to your forecast.
- Select whether the user can only view your forecast or whether they can view and edit. Users given View and Edit access can adjust your forecast while it’s shared. You can change your selection later.
- Save your changes.
To view a forecast that’s shared with you, choose a coworker from the My Shared Forecasts list on the forecasts page. If the rollup includes opportunities that you don’t have access to, you can see the opportunities in the opportunity list on the forecasts page, but you can’t view the opportunities’ detail pages. If the forecast uses a custom field that you don’t have access to, you can see the forecast amounts, but not the amounts for the specific custom field.
To stop sharing your forecast, click , select Edit, and remove the coworker’s
name. Be sure to save your changes.