Forecasts hierarchy for role-based rollups
Key Takeaway
In role-based forecasts, name a forecast manager for each manager role. If a role has no forecast manager, that role and all its subordinate roles are left out of forecasts.
The forecast hierarchy, also called the forecasts hierarchy, is a nested, expandable list of forecast managers and the people below them. It decides how forecast numbers roll up within the company, and who can view and adjust them. For role-based forecasts, it is built from the role hierarchy. However, an admin still has to enable users and name forecast managers, or the numbers won't roll up.
Role-based and territory-based forecast hierarchies
A role-based forecast hierarchy is based on the role hierarchy and specifies which users are forecast managers. A territory-based forecast hierarchy is based on the territory hierarchy instead, and it applies when territory forecasts are enabled.
An admin assigns territory forecast managers separately from role-hierarchy forecast managers, on the territory in the active territory model. So to run role-based and territory-based forecasts at the same time, an admin must complete both processes.
Professional Edition supports the role-based forecast hierarchy only.