Certain actions can change forecast amounts in Collaborative Forecasts. For example, while you’re viewing a forecasts page, your subordinates can edit related opportunities and adjust the forecasts of their own subordinates. And you can adjust one of your subordinates’ forecasts from your own page. To see these changes, refresh the forecasts page.
|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|
When any opportunity update or forecast adjustment occurs for a forecast that you’ve selected in a rollup table, we let you know.
- If the selected forecast has adjustments in process (your own or your subordinate’s), you see a processing indicator () next to the forecast.
- If any of the selected forecast’s related opportunities have been updated, you see the processing indicator in the header of the opportunities list.
- A message, Processing Changes, appears in the opportunities list header.
To see the changes, click Refresh