How can I share my sales forecast with other members of the organization?

As the owner of a sales forecast, you can share your forecast with users who support the sales organization such as sales operations and administrators. If using sales forecasting by opportunity revenue, you can share your sales forecasts by adding the user as a forecasting delegate team member on the territory.

Note:

By default, users with the sales administration job role or users with the setup sales forecasting privilege assigned can view and forecast on behalf of anyone in the reporting hierarchy.

For example, sales operations, administrators and other sales managers can easily forecast as another sales manager. Let's say a senior sales manager wants one person to update forecasts for everyone in her territory hierarchy. She must first add that person as a member of the territory team and then select the Forecast Delegate checkbox.

Once the user is added as a forecasting delegate team member on the territory, you must:

1. Run the Refresh Sales Forecast Dimensions process to reflect the territory membership updates.
2. Run the Perform Object Sharing Assignment Rule Processing process with the following parameters:
   • Object = Sales Forecast
   • View Criteria = All Records.

Users with the appropriate privileges can search for the territory they want from the Navigator > Territories area and from the Territory Team section, they can:

• Add the resource they want to forecast as the sales manager as a member of the sales manager's territory with the Forecasting Delegate checkbox selected as highlighted in this sample screenshot.

  

The sharing of forecasts is only available for sales forecasting by opportunity revenue. However, salespeople can view forecasts for any resource using sales forecasting by opportunity owner.

Here's a screenshot example of a territory owner sharing their forecast with a resource from another territory.