Salesforce: Forecasting & Opportunity
A forecast is somehow related to Opportunity. Here are some descriptions of their relationship:
In the Opportunity object, there is a picklist field name ‘Forecast Category‘.
1) Assign Opportunity Stages with Forecast Category:
Assign particular stage with required forecast category.
Once step #1 is done, Opportunity will appear in Forecast based on their category.
2. Forecast Adjustment:
Enabling Forecast Adjustment allows Forecast users to adjust Opportunity Amount in the Forecast page view.
Only selected users as Managers can perform this action ( Setup | Customize | Forecast | Settings ).
Once enabled adjustment, selected users should be set as manager(s).
With this hierarchy set, Managers are able to adjust subordinate’s Forecast but NOT his / her own Forecast information.
Adjustment in Forecast applies to adjusting opportunity amount displayed in Forecast. But this does not mean that it will effect the real amount in the Opportunity.
! Adjustment is for forecasting estimation purposes only.
With Forecast Adjustment enabled, there is some symbols to represent adjusted information by either one manager or more and etc.