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Sales Basics
Assign Forecast Managers to Territories

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Assign Forecast Managers to Territories

Show rolled-up forecasts for a territory when you assign a forecast manager to the territory. Without a forecast manager assigned, a territory’s forecasts are based on the individual users assigned to the territory.

Required Editions

User Permissions Needed
To assign a forecast manager to a territory:

View Setup and Configuration

AND

Manage Territories

Assigning forecast managers to territories is a separate process from assigning forecast managers in the user role hierarchy for other forecast types. To use role-based forecasts and territory-based forecasts simultaneously, make sure that you complete both processes.

Before you assign a forecast manager to a territory, make sure that the following are true.

  • Your territory page layout includes the Forecast Manager field.
  • The user you want to assign as a forecast manager is forecast-enabled.
  • The user you want to assign as a forecast manager is assigned to the territory.
  1. From Setup, in the Quick Find box, enter Territory Models, and then select Territory Models.
  2. Click View Hierarchy next to your active territory model.
  3. Click Edit next to the territory you want to assign a forecast manager.
  4. In the Forecast Manager field, enter the user you want to assign as the forecast manager.
  5. Save your changes.
  6. Repeat these steps for each territory that requires a forecast manager.
Note
Note The number of territories assigned to a forecast manager can impact performance. We recommend that you test thoroughly for performance issues, and if you observe any, reduce the number of territories per forecast manager.

See Also

 
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