Adjusting a Summary Depth Forecast
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 the detailed line item records (that belong to the manager) and the summary records of direct subordinates from the 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 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 subordinates only in the Forecast Summary view. In the manager's Forecast Detail view, the Adjustment field for subordinates is read-only as shown in the following.
To adjust a summary depth forecast
Navigate to the Forecasts screen.
In the Forecasts list, drill down on the forecast you want to adjust.
Click the Summary tab and then select the summary record you want to adjust.
Adjust the revenue, best case, worst case, or other value you want to modify.
Repeat step 3 through step 4 for each line item you want to adjust.
Adjustments to summary records immediately update the totals for the Forecast record.