Allow Senior Manager Sales Forecasting Metrics Drill Through

Allow sales managers to view the total best case amount, adjusted team rollup and opportunity rollup numbers for their and their team member's forecast. Senior sales managers can also drill down through their hierarchy to view the forecast and opportunities in forecast from the perspective of each sales manager or rep below.

Senior managers can drill down to view forecasts from a lower level sales manager or rep perspective.

• Improved and succinct forecast overview which helps identify adjustments made by team members with ease.
• Easily review the forecast from the perspective of any sales manager below.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Sales Managers can make adjustments to their own and their direct report's forecast, but not the levels below.

Access Requirements

This feature is available to sales managers who have the Manage Sales Forecast from Digital Sales privilege and the View Sales Forecast from Digital Sales privilege.