1. Implementation Reference
  2. Territory Freeze Date

Territory Freeze Date

You can begin forecasting activities on the territory freeze date. The territory hierarchy used for forecasts freezes on this date. Forecast rollups from territories to parent territories follow the frozen hierarchy until the forecast due date.

Salespeople can submit their forecasts only after the territory freeze date and before the forecast due date. The territory hierarchy freezes at 12:00 AM server time on the day of the territory freeze date. Therefore, if you set the territory freeze date to today it's immediately effective.

The primary territory for an opportunity can change due to territory realignment. The forecast item reflects this and other changes made to the opportunity both before and after the territory freeze date, up until the forecast item is locked. When you adjust Forecast items they become individually locked. When you perform a summary level forecast adjustment or submit your forecast your entire forecast is locked.

If the forecast is frozen and the administrator extends the freeze date, then all submitted forecasts are unsubmitted and all the forecasts are no longer frozen.

Territory Changes

Territory hierarchy changes aren't reflected in the frozen forecast hierarchy. Opportunity changes aren't reflected in locked forecast items.

For forecast items that aren't locked, these changes occur after the freeze date:

  • Forecast items are removed from deleted territories, provided both the source and destination territory forecasts aren't submitted.

  • When revenues move between territories, the forecast items don't move if either the source or destination territories are submitted.

  • If revenues move between existing active territories due to territory definition changes, then forecast items also move.

  • If revenues move between existing active territories due to revenue attribute changes, then forecast items also move.

  • When revenues move to newly added territories after the forecast hierarchy is frozen, the forecast items don't move to the new territories because the new territories aren't added to the frozen forecast hierarchy.