Show rolled-up forecasts for a territory when you assign a forecast manager to the territory. Without a forecast manager assigned, a territory’s forecasts are based on the individual users assigned to the territory.
Required Editions
| User Permissions Needed | |
|---|---|
| To assign a forecast manager to a territory: |
View Setup and Configuration AND Manage Territories |
Assigning forecast managers to territories is a separate process from assigning forecast managers in the user role hierarchy for other forecast types. To use role-based forecasts and territory-based forecasts simultaneously, make sure that you complete both processes.
Before you assign a forecast manager to a territory, make sure that the following are true.
- Your territory page layout includes the Forecast Manager field.
- The user you want to assign as a forecast manager is forecast-enabled.
- The user you want to assign as a forecast manager is assigned to the territory.
- From Setup, in the Quick Find box, enter Territory Models, and then select Territory Models.
- Click View Hierarchy next to your active territory model.
- Click Edit next to the territory you want to assign a forecast manager.
- In the Forecast Manager field, enter the user you want to assign as the forecast manager.
- Save your changes.
- Repeat these steps for each territory that requires a forecast manager.
Note The number of territories assigned to a 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 forecast manager.