Why can't I see resource or territory hierarchy or forecast data?

As a sales administrator, you must be assigned a data security policy for the Sales Administrator role or an equivalent custom job role to view resource and territory hierarchies and forecast data from the Forecast overview page.

You can edit a copy of the Sales Administrator role from the Security Console and add the Sales Forecast (FSF_DS_PARTICIPANTRF_DN_VIEW) security policy to the role. Select All values from the Data Set drop-down list and from the Actions menu, enable all 3 menu items and select OK.

Troubleshooting Sales Forecasting: Watch this video for some useful troubleshooting tips around resources, opportunity updates and resources, territory hierarchy, and forecast data.