Question

The VP of Sales wants managers to be able to override the forecast amounts their reps submit without changing the underlying opportunity records. When a manager increases a rep's forecast total, the rep should still see their original number, and the manager's leadership should see the manager's adjusted total. Which Collaborative Forecasting capability meets this requirement?

Accepted Answer

Enable forecast adjustments, which let managers and forecast users adjust their own and their subordinates' forecast amounts while preserving the original values

Answer

Change the Forecast Category picklist values on the opportunity so managers can recategorize deals into Commit

Answer

Create a validation rule on Opportunity that recalculates the Amount field based on the manager's expectations

Answer

Grant managers Modify All Data so they can edit the rep's opportunity Amount directly in the forecast