---
schema_version: "1"
id: 42ac27fa660371f71c4f599c7fba77a5ca79732a9ab3c8da100acae7f2bba16b
title: Considerations for Managing Territory Pipeline Forecasts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_territory_forecasts_management_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_territory_forecasts_management_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3e5b22bdb47adc956d7aabc44b43337bb379264c2faeaf07a35568e20731e24a
description: Before changing your active territory model, review how territory forecast data and performance can be affected.
products:
  - Sales Cloud
release: "264"
---
# Considerations for Managing Territory Pipeline Forecasts

Before changing your active territory model, review how territory forecast data and performance can be affected.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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          <td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td>

        </tr>
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          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p style="margin-bottom:0;">Available in: <strong>Developer</strong> and <strong>Performance</strong> Editions and in
              <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales
            </p>
          </td>

        </tr>
      </tbody>
    </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_note.png)

Note This information applies to Sales Territories and not to previous versions of Territory Management.

## Data Impact

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:32.36245954692557%">
          <col style="width:67.63754045307444%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d8434e79">When You...</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d8434e82">Salesforce Deletes...</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="When You..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e79 ">Remove a user from a territory, and the user is the territory’s forecast
              manager</td>

            <td data-label="Salesforce Deletes..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e82 ">
              <ul>
                <li>The territory’s quotas</li>
                <li>Manager judgments made by the forecast manager on opportunities in the child
                  forecast</li>
                <li>Manager judgments made on the deactivated user’s opportunities in the territory where
                  the forecast manager was removed</li>
                <li>Owner adjustments to the territory’s forecasts</li>
                <li>Adjustments made by another manager to the forecast manager’s forecasts for the
                  territory</li>
                <li>Adjustments made by the forecast manager to subordinates’ forecasts </li>
              </ul>
              <p style="margin-bottom:0;">The user is no longer the territory’s forecast manager. Forecasts for the territory are
                available, but their values change. Quotas in territories without a forecast manager can be
                reassigned to another member of the territory.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="When You..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e79 ">Remove a forecast-enabled user from a territory that has no forecast manager
              assigned</td>

            <td data-label="Salesforce Deletes..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e82 ">
              <ul>
                <li>The user’s quotas for the territory</li>
                <li>Owner adjustments to the territory’s forecasts, where the user is the owner</li>
                <li>Manager adjustments to the user’s forecasts for the territory</li>
              </ul>
              <p style="margin-bottom:0;">Quotas in territories without a forecast manager can be reassigned to another member of
                the territory.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="When You..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e79 ">Delete a territory that has no child territories</td>

            <td data-label="Salesforce Deletes..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e82 ">
              <ul>
                <li>The territory’s forecasts</li>

                <li>Quotas for all users on the territory</li>

                <li>Manger judgments on the opportunities in the territory’s forecast</li>

                <li>Manager adjustments to the territory’s forecasts </li>

                <li>Owner adjustments to the territory’s forecasts </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="When You..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e79 ">Reassign a child territory to a different parent territory</td>

            <td data-label="Salesforce Deletes..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e82 ">
              <ul>
                <li>Manager adjustments to the territory’s forecasts </li>

                <li>Manager judgments on the opportunities in the territory’s forecasts</li>

                <li>Owner adjustments to the territory’s forecasts </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="When You..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e79 ">Assign a forecast manager to a territory that hasn’t previously had one
              assigned</td>

            <td data-label="Salesforce Deletes..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e82 ">
              <ul>
                <li>The territory’s quotas</li>
                <li>Owner adjustments to the territory’s forecasts</li>
                <li>Manager adjustments to the territory’s forecasts</li>
              </ul>
              <p style="margin-bottom:0;">Quotas assigned to users in the territory can be reassigned to the forecast
                manager.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="When You..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e79 ">Change a territory’s forecast manager assignment</td>

            <td data-label="Salesforce Deletes..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e82 ">
              <ul>
                <li>The territory’s quotas</li>

                <li>Manager judgments on the opportunities made by the former forecast manager to
                  subordinates’ forecasts</li>

                <li>Owner adjustments made to the territory’s forecasts</li>

                <li>Adjustments made by the former forecast manager to subordinates’ forecasts</li>

                <li>Adjustments made by another forecast manager to the territory’s forecasts </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="When You..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e79 ">Deactivate a user, or change the user’s license to one of the Chatter user licenses,
              and the user is a territory’s forecast manager</td>

            <td data-label="Salesforce Deletes..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e82 ">
              <ul>
                <li>The territory’s quotas</li>
                <li>Manager judgments made by the territory manager</li>
                <li>Manager judgments on opportunities owned by deactivated forecast users</li>
                <li>Owner adjustments to the territory’s forecasts</li>
                <li>Adjustments made by another manager to the forecast manager’s forecasts for the
                  territory</li>
                <li>Adjustments made by the forecast manager to subordinates’ forecasts </li>
              </ul>
              <p style="margin-bottom:0;">The user is no longer the territory’s forecast manager. Forecasts for the territory are
                available, but their values change.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="When You..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e79 ">Archive a territory model</td>

            <td data-label="Salesforce Deletes..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e82 ">Forecasts, quotas, and adjustments for all territories in the model</td>

          </tr>
          <tr class="">
            <td data-label="When You..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e79 ">Disable Sales Territories</td>

            <td data-label="Salesforce Deletes..." class="slds-cell-wrap" style="vertical-align:top;" headers="d8434e82 ">Forecasts, quotas, and adjustments for all territories</td>

          </tr>
        </tbody>
      </table>

## Performance Impact

- The number of territories assigned to a user or forecast manager can impact performance. We recommend that you test thoroughly for performance issues, and if you observe any, reduce the number of territories per user or forecast manager.