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            Guidelines for Refreshing Forecasts

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            Guidelines for Refreshing Forecasts

            Certain actions can change forecasts. For example, while you’re viewing the 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.

            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

            In Salesforce Classic, when an opportunity update or forecast adjustment occurs for a forecast that you selected in a rollup table, we let you know. To view the changes in either Salesforce Classic or Lightning Experience, click Refresh.

            • If the selected forecast has adjustments in process (your own or your subordinate’s), you see a processing indicator (clock icon) next to the forecast.
            • If any of the selected forecast’s related opportunities have been updated, you see the processing indicator (clock icon) in the header of the opportunities list.
            • A Processing Changes message appears in the opportunities list header.

            In Lightning Experience, a timestamp shows the date and time when you refreshed. In-progress updates aren’t indicated.

            See Also

             
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