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In a summary depth forecast, each record in the Summary view is rolled up to your direct manager. As a result, a manager can see his own detailed line item records and the summary records of his direct subordinates from his forecast Details view. Users can adjust detail records and click Rollup to calculate the modified forecast. They can then further adjust those records from the Summary view.
A manager can make an additional adjustment to a subordinate's forecast from the Subordinates view in the Forecasts screen. In this view, a manager can see the total forecast revenue amount for his direct subordinates. A manager can also make a broad percentage adjustment. This percentage adjustment is calculated into the rollup for each subordinate when the Rollup button is clicked. For more information, see Adjusting a Subordinate's Forecast.
If the detail depth is Summary Only, a manager can edit the Adjustment field for his subordinates only in his Forecast Summary view. In the manager's Forecast Detail view, the Adjustment field for his subordinates is read-only as shown in Table 12.
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