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Working with your team's forecasts
Sales Managers have exactly the same forecast tab as other users, except that they see their teams' (users who 'roll up' to them) submitted forecasts in addition to their own forecast.
To view a team’s forecasting information:
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Click the My CRM | Forecasts tab.
- Click New Forecast to create a new forecast.
- Select the Quarter and Year of the forecast, for example, this year Quarter 4. Your own forecast is displayed within the My Pipeline panel, and your team’s forecasts are displayed in the My Direct Reports panel.
- To review the detail of an individual’s forecast and enter the manager’s assessment of the salesperson’s Commit, Likely, and Best Case, click the user. The Forecast Detail Screen for the selected user is displayed. Sales managers can enter their own assessment in the top Forecast Entry panel.
Note: When a manager clicks on a subordinate's opportunities, the summary screen for that Opportunity is displayed.
- Click Save to update the manager’s assessment.
- Click Back to return to your own Forecast Detail screen. Your own assessment of the sales person’s forecast is updated in the My Assessment panel.
- Click the magnifying glass icons next to the months to update the overall forecast.
- Make any final manual changes required to the forecast figures on the top panel.
- Click Save And Submit to submit the full team’s forecast. This includes any opportunities the manager is personally working on.
Clicking Save And Submit creates a “snapshot in time” in the Forecast History tab, in the same way as when an individual sales user submits their own forecast.
See Also:
Administrator access to forecasts
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