---
schema_version: "1"
id: 5d96db38e82f55e8dd75a40641f6095b9ca856b208049d2ca036fdfc827f35e8
title: Assign Forecast Managers to Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_assign_forecast_managers_to_territories.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_assign_forecast_managers_to_territories.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 05a6b30f474e4f63d3868a383a27637336f7bad73441b589883cf7bf00539c02
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Assign Forecast Managers to Territories

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d19904e38">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d19904e38 ">To assign a forecast manager to a territory:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d19904e38 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Manage Territories</p>
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Assigning forecast managers to territories is a separate process from [assigning forecast managers in the user role hierarchy for other forecast types](https://help.salesforce.com/s/articleView?id=sales.forecasts3_setting_up_your_forecasts_hierarchy.htm&type=5&language=en_US). 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.

1. From Setup, in the Quick Find box, enter Territory Models, and then select **Territory Models**.
2. Click **View Hierarchy** next to your active territory model.
3. Click **Edit** next to the territory you want to assign a forecast manager.
4. In the Forecast Manager field, enter the user you want to assign as the forecast manager.
5. Save your changes.
6. Repeat these steps for each territory that requires a forecast manager.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)

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.

#### See Also

- [How Do Permissions for Territories Affect Feature and Data Access?](https://help.salesforce.com/s/articleView?id=sales.tm2_how_access_permissions_work.htm&release=264.0.0&type=5 "Anticipate how permissions for Sales Territories affect administration and provide access to records and data.")