The forecasts hierarchy determines how forecasts roll up within your Salesforce org and
who can view and adjust them. The forecast hierarchy is based on the user role
hierarchy.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited with Sales, and in
Agentforce 1 Sales Edition
|
To make sure 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 manager with subordinates is designated as a forecast manager.
