Enable managers to adjust subordinates’ forecasts, all forecast users to adjust their own forecasts, or both.
|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 enable Forecasts users:||“Manage Users”|
Set up your forecast hierarchy.
From Setup, enter Forecasts Settings in the Quick Find box, then select Forecasts Settings.
To let forecast managers adjust their subordinates’ forecast amounts, under Enable Forecast Adjustments, select Enable Manager Adjustments.
To let all forecast users adjust their own forecast amounts, under Enable Forecast Adjustments, select Enable Owner Adjustments.
If you use product family forecasts, you can’t adjust your own product family forecast amounts.
Save your changes.
From Setup, enter Profiles in the Quick Find box, then select Profiles.
Find a profile for which you want adjustments enabled.
If you’re using the enhanced profile user interface, click App Permissions and then Edit.
Select Override Forecasts, and then save your changes.
If multiple types of forecasts are enabled, each forecast type maintains separate adjustments.