Drill Down to Forecast Overviews and Opportunities for Different Management Levels

Sales Forecasting for Redwood CX allows VP’s and senior sales managers to view the best case forecast and committed forecast totals as part of their sales forecast overview. Senior sales managers can drill down below their hierarchical chain to view the sales forecast overview and opportunities in forecast from the perspective of their direct reports and team members.

VP and senior managers can view the forecasts of any team member below their direct reports and make summary adjustments to their own and to their direct reports’ forecast. However, they can’t make summary adjustments to any level below their direct reports.

When a senior sales manager drills through to lower-level managers in the Forecast Overview UI, they can quickly return to their own view by clicking the My Forecast Overview breadcrumb link. This link will always return the manager to their own forecast view level, whether they drill down through one or multiple levels below in the hierarchy.

Alternatively, users can click the browser Back button to return to the prior forecast overview.