Pick deals from your whole team when submitting a forecast
When you submit a team forecast as a manager, you can now select opportunities owned by anyone in your reporting hierarchy, all in one place. No more stepping into each rep's submission to build your call.
- Opportunities from you and everyone reporting to you appear in the selection list, including the full downstream team for second line managers
- Same period, forecast category and forecast type scoping as before
- Your forecast total updates based on the deals you select across all owners
- Your selections stay on your own submission and never change your reps' forecasts