Minimize the Number of Participants

Consider the list of people who really need to forecast in your organization.

If you are creating a global snapshot, you may want only one or two people in the Forecast Series Participants list that do not have a manager-subordinate relationship. Otherwise, the auto-forecasting feature creates a manager’s forecast with the revenues in your company that qualify for forecasting, and a subordinate’s forecast with the same data.

If you are using the departmental forecast, you may not want to include managers and their subordinates at the same time.