Allow Users to Adjust Forecast Values

Allow forecast users to adjust their own forecast values in any one of the measure columns.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited with Sales, and in Agentforce 1 Sales Edition
  1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
  2. In the Available Consumption Forecast Types section, click Add a Forecast Type or open the forecast type in which you want to enable adjustments.
  3. In the Define What You Want to Measure section, open the measure column for which you want to enable adjustments.
  4. Select Allow user adjustments.
  5. Click Save, and Save & Close.
    Warning
    Warning

    Disabling user adjustments deletes all adjusted values in the column and the details of the total value on which the custom adjustments are based.