1. From Setup, enter Forecasts (Customizable) in the Quick Find box, then select Forecasts Hierarchy.
2. Click Assign Manager or Edit Manager next to a role to assign a user as the forecast manager of that role.Roles without roles below them cannot have forecast managers unless your organization has territory management, which supports forecast managers at all levels.
3. Choose a user to be assigned as the forecast manager of the selected role. If no users are available for the role, enable the appropriate user; see Enable Users for Customizable Forecasting.
4. If forecast sharing is enabled, choose the sharing settings:Choose Require Administrator assistance for forecast sharing to limitforecast sharing for this view to administrators. This is the default option.Choose Forecast managers can share their own forecast views to allowthe administrator or the forecast manager to share this view.
5. Choose Require Administrator assistance for forecast sharing to limitforecast sharing for this view to administrators. This is the default option.
6. Choose Forecast managers can share their own forecast views to allowthe administrator or the forecast manager to share this view.
7. Click Save.