About Detail, Summary, and Standard Forecast Types
A forecast can be detail depth, summary depth, or standard depth.
In a detail depth forecast, each revenue line item in the Details view in the Forecasts screen is rolled up through the reporting hierarchy. As a result, senior management has access to every forecast detail revenue item for their review. In this scenario, users need to make sure that adjustments are made in the Details view of the forecast. After adjusting the details, users must select Rollup to recalculate the modified forecast. To view the forecast details by periodic summary, use the Summary tab. Detail depth forecasts have a value of Revenue Detail in the Detail Depth field.
In a summary depth forecast, each record in the Summary view is rolled up to a user’s direct manager. As a result, a manager can see the detailed line item records that they own and the summary records of direct subordinates from the Details view in the forecast. Users can adjust detail records and click Rollup to calculate the modified forecast. They can then further adjust those records from the Summary view. Summary depth forecasts have a value of Summary Only in the Detail Depth field.
In a standard depth forecast, the manager can see a detailed view of all subordinate forecasts, including a roll up of any adjustments made from the Summary view. In this scenario, managers and sales representatives can see all revenue records in the Detail view, and Summary records in the Summary view. However, they can make revenue adjustments in the Summary view only. Standard depth forecasts have a value of Standard in the Detail Depth field.
For all forecast types (detail depth, summary depth, and standard depth), the Total Adjustment By Subordinate field displays a summation of the total revenue adjustments made by all subordinates in the forecast.