Effect of territory hierarchy changes on territory forecast data
Key Takeaway
With territory forecasts, many changes to the territory hierarchy make Salesforce delete related quotas, adjustments, and manager judgments, so check the impact before you change the active territory model.
When territory forecasts are enabled, forecasts roll up through the territory hierarchy instead of the user role hierarchy, so changes to territories affect territory forecast data. Moving or deleting a territory, changing a territory's forecast manager, and archiving the territory model are examples of changes that make Salesforce delete territory forecast data. What Salesforce deletes depends on the change.
How territory forecasts roll up
The forecast hierarchy controls how forecasts roll up and who can view and adjust them. It is based on the user role hierarchy. If territory forecasts are enabled, it is based on the territory hierarchy instead, so changes to territories reshape how forecasts roll up.