Forecast Synchronization

When a salesperson updates a product item in an opportunity, the forecast is automatically updated to reflect the change.

• New forecast items are created for opportunities that meet forecast criteria.

• Existing forecast items are updated.

• Forecast items that no longer meet forecast criteria are removed.

Periodic Synchronization

The periodic process Refresh Forecast updates the forecast hierarchy from the territory hierarchy for unfrozen forecasts nightly or as scheduled. When a salesperson's forecast is past due, the periodic synchronization fully updates the next forecast that's now due.

Update from Opportunity

A salesperson submits a forecast and afterward changes an opportunity. By default, the forecast items aren't synchronized with the opportunity that was changed after forecast submission. The salesperson's manager rejects the forecast to make it available for changes. If the salesperson enables Refresh from Opportunity at the forecast level, then any changes from the opportunity appear immediately in the forecast.