Set Up Users for Forecasting

Sales reps, sales managers, and sales executives need permission to use forecasts and access to the Forecasts tab. They must also be part of the forecast hierarchy.

• Give Users Access to Forecasts
  Give all users who review and interact with forecasts user permission to access the forecast features and access to the Forecasts tab.
• Define Forecast Managers and Their Subordinates
  The forecasts hierarchy is a nested, expandable list of forecast managers and subordinates that determines how forecasts roll up within your company and who can view and adjust them. The forecast hierarchy is based on the user role hierarchy, or the territory hierarchy if territory forecasts are enabled. To ensure that everyone has access to the forecasts they need, keep your forecast hierarchy up to date.
• Enable Partner Portal Users to Add Opportunities to Pipeline Forecasts
  If your sales team works with partners, you can include the forecasts from partner user opportunities and add partner portal users to your team’s role-based forecast hierarchy. Your partner portal users can’t access the Forecasts page or its functionality.