What sales forecasting tasks can I perform as a sales manager?

Sales managers, sales VP's, and sales representatives can view their forecasts for opportunities in the active periods. Your direct reports can only update the underlying opportunity close date, line or product amount, and forecast category (if available), or other related opportunity information such as the sales stage or win probability.

Here are some tasks that sales managers can perform from Navigator > Redwood Sales > My Forecasts:

• Catch up with updates and prepare for team forecast reviews
• Review the forecast with their team
• Adjust the opportunity amount and forecast category for forecast items (Opportunities)
• Review forecasts with second-line managers and communicate with salespeople and Sales VP
• Make adjustments by changing the best case forecast or committed forecast amount for individual time period for their own or a direct report's forecast
  Note: Any adjustments made are only visible to the sales manager and their management chain above, but not visible to their team members in the hierarchy below.