Hello, I have a quick question for you Yousif. I implemented this functionality, and only I, as an administrator, can see this forecast panel, but the sales director and other users cannot see it. Additionally, I noticed that in your video, there is an icon at the top right for sharing, but I don't see it. Can you shed some light on this for me?
Sorry for the late reply pablo! Not sure if you figured it out, but here is what I would do. For forecasts not showing, make sure 'Allow Forecasting' is enabled on their user record, then continue to their assigned profile settings and ensure that Forecasts tab is set to 'Default On'. For forecast sharing, you need to ensure that your user that is logged in is set up as the Forecast Manager within the Forecast Hierarchy. Hope this helps!
Hello , thank you for the video it surely helped :)
Hello, I have a quick question for you Yousif. I implemented this functionality, and only I, as an administrator, can see this forecast panel, but the sales director and other users cannot see it. Additionally, I noticed that in your video, there is an icon at the top right for sharing, but I don't see it. Can you shed some light on this for me?
Sorry for the late reply pablo! Not sure if you figured it out, but here is what I would do. For forecasts not showing, make sure 'Allow Forecasting' is enabled on their user record, then continue to their assigned profile settings and ensure that Forecasts tab is set to 'Default On'. For forecast sharing, you need to ensure that your user that is logged in is set up as the Forecast Manager within the Forecast Hierarchy. Hope this helps!