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            Apply Manager Judgment to Opportunities in Pipeline Forecast

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            Apply Manager Judgment to Opportunities in Pipeline Forecast

            To create the most accurate forecast possible, apply your judgment as a forecast manager about whether you consider a subordinate’s opportunity part of your forecast. Then you have the details about the total value of the opportunities when you review and adjust the total Commit forecast.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
            User Permissions Needed
            To use Salesforce Forecasting:

            View All Forecasts

            OR

            Allow Forecasting

            OR

            Delegated forecast manager status
            To access role-based forecasts in Lightning Experience: View Roles and Role Hierarchy
            To apply judgments and adjust forecasts: Override Forecasts
            Note
            Note Applying manager judgments is supported in the desktop site only.

            As a forecast manager, you can apply judgment to opportunities that your subordinates own. You can’t apply judgments to opportunities that you own that are part of your forecast.

            1. On the forecasts page, select the forecast value that you want to review.
              The opportunities that roll up to that forecast are shown in the opportunities list.
            2. In the Manager Judgment field, indicate whether the opportunity is included or excluded from the forecast
            3. Save your changes.

            The total of the opportunities that have closed and opportunities judged as included, or “in,” the forecast are shown when hovering over the Commit forecast. To see the details, hover over the Forecast adjustment icon in Lightning Experience icon.

            Manager judgment

            If Salesforce is configured to show adjustment details in columns, hover over the My Commit forecast to see the manager’s judgment Total IN value.

            See Also

             
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