Sharing forecasts with users outside the forecast hierarchy
Key Takeaway
The recipient of a shared forecast needs access to forecasts and at least read access to the forecast manager's user record to view the forecast data.
Forecast sharing lets a forecast manager give a coworker access to their forecasts page. That coworker, the recipient, can then view, adjust, submit, and report on the manager's projected sales. Common reasons are giving Sales Ops the forecast for reporting, or letting another sales manager cover while the forecast manager is out of the office.
Who can share a forecast
Salesforce recommends that you designate each sales manager who has subordinates as a forecast manager in the role-based forecast hierarchy, so everyone can access the forecasts they need. When someone else needs a manager's forecast, the forecast manager shares their forecasts page with that person.
Only a forecast manager can share a forecast. The forecast manager shares it from the forecasts page in Lightning Experience.
Forecast sharing is available in these editions:
- Professional Edition
- Performance Edition
- Developer Edition
- Enterprise Edition with Sales
- Unlimited Edition with Sales