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            View Other Users’ Forecasts

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            View Other Users’ Forecasts

            Your position in the forecast hierarchy determines whose forecasts you can see. By default you see your forecast, which is made up of the reps and other forecast managers below you in the hierarchy. You can select other users below you in the hierarchy to view their forecasts. You cannot select people above you in the hierarchy.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
            Forecast header with the people search list highlighted.

            People designated as forecast managers can view the forecasts and opportunities of users, including partner portal users, below them in the forecast hierarchy. Forecast managers can also adjust the forecasts of direct reports and child territories. Only managers who adjust and people above them in the hierarchy can view the adjustment.

            Note
            Note If a role in the forecast hierarchy has no forecast manager, that role and all its subordinate roles aren’t included in your forecasts.

            Not everyone can view the charts that display your team’s forecast hierarchy. If you have questions about your forecast hierarchy, see your Salesforce admin or forecast manager.

            See Also

             
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