View details about forecast adjustments in Collaborative Forecasts, including who made the adjustments, the adjusted amounts, and the original gross rollup (the forecast amount before adjustments). Edit adjustments that you’ve made as needed.
|Available in: Salesforce Classic|
|Available in: Professional (no Custom Field forecasts), Enterprise, Performance, Unlimited, and Developer Editions|
|Opportunity Splits available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with the Sales Cloud|
|To use Forecasts:||“Allow Forecasting”|
|To adjust Forecasts:||“Override Forecasts”|
Expand the forecast table to find the adjusted forecast that you want to view. An indicator appears next to adjusted forecast amounts.
Hover over the cell to view adjustment detail information.
Double-click the cell or click to edit or remove any adjustments that you made.