Territory forecast manager assignment
Key Takeaway
A territory shows a rolled-up forecast only after an admin assigns it a forecast manager. You assign forecast managers on each territory in the active territory model's hierarchy, separately from the forecast managers for role-based forecasts.
Territory forecast manager assignment is how an admin gives a territory in the active territory model a forecast manager. That manager must be a forecast-enabled user who is assigned to the territory. Whether a territory has a forecast manager affects what its forecast shows and who can view it or apply judgments. Assigning or changing a forecast manager also deletes some existing forecast data.
Which territories show rolled-up forecasts
Territory forecasts use a forecast hierarchy built from the territory hierarchy, not the user role hierarchy. The territory-based forecast hierarchy shows which territories have a forecast manager assigned. You make territory forecasts available to users by assigning forecast managers to territories.
If a territory has a forecast manager...
The territory shows rolled-up forecasts.
If a territory doesn't have a forecast manager...
The territory shows forecasts based on the individual users assigned to it.
So assign a forecast manager to every territory where you want rolled-up forecasts.