Adjustment Deletions in Pipeline Forecasts

Changing some forecasting and custom fiscal year settings can delete forecast adjustments, but underlying data isn’t affected. Adjustments are deleted when your admin does any of the following.

• Disables forecasts.
• Disables manager adjustments. Only adjustments made by forecast managers to their subordinates’ and child territory forecasts are deleted.
• Disables owner adjustments. Only adjustments made by forecast users to their own forecasts, including territory forecasts they own, are deleted.
• Changes your forecast period setting from quarterly to monthly or from monthly to quarterly.
• Disables a forecast type. Only adjustments for that forecast type are deleted.
• Changes the start month of your fiscal year when the forecast period is set to quarterly. Quotas and adjustments are deleted.
• Deletes a product family. Quotas and adjustments are deleted for the product family.
• Switches from cumulative forecast rollups to individual forecast category rollups or from individual to cumulative rollups.
• Creates a custom fiscal year for the first time. All adjustments and quotas for the corresponding and following standard fiscal years are deleted.
• Deletes a custom fiscal period or quarter. Forecast adjustments and quotas for that period or quarter are also deleted.

For role-based forecast types, adjustments are also deleted when:

• You’re no longer a forecast manager. Only adjustments that you made to subordinates’ forecasts are deleted.
• You’re removed from a role that’s set as a forecast manager in the forecast hierarchy. Only adjustments that you made to subordinates’ forecasts are deleted.
• You’re deactivated as a user.