---
schema_version: "1"
id: d61d1d026eaefa13ba59632a9b4e725563dce1dba8e762458889a5fa483c644d
title: Share Forecasts with Stakeholders
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_share_forecasts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_share_forecasts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9f8d8a1afeb21da4ed6442c456c7e4f347a2e2a025977fb8e11c111638fbb705
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Share Forecasts with Stakeholders

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

<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="d16916e54">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16916e54 ">To use Salesforce Forecasting:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16916e54 ">
              <p>View All Forecasts</p>
              <p>OR</p>
              <p>Allow Forecasting</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">Delegated forecast manager
                status</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16916e54 ">To access role-based forecasts in Lightning Experience:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16916e54 ">View Roles and Role Hierarchy</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16916e54 ">To share forecasts:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16916e54 ">Forecast manager in the role-based or territory-based hierarchy</td>
          </tr>
        </tbody>
      </table>

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.

1. On the forecasts page, click ![Forecast sharing button](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/forecasts3_share_button.png).
2. Choose the coworker you want to grant access to your forecast.
3. 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.
4. 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 ![Forecast sharing button](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/forecasts3_share_button.png), select **Edit**, and remove the coworker’s name. Be sure to save your changes.