FAQs in this section
What is the forecast and quota module?
How do I set up forecasts and quotas?
How do I make adjustments to forecasts?
What is a target mismatch?
How do I export forecasts?
How do I add users to Forecast and Quotas?
How do I access the Forecast settings?
What are the Forecast categories?
What are the other actions you can perform on forecast categories?
How do I enable adjustments in Forecast?

Why are forecasts and quotas not displaying for certain users?

Forecasts and quotas rely on the user hierarchy structure to determine visibility and access.
If a user is not placed under the appropriate hierarchy level, they will not see the related forecast or quota information.

Please ensure that all affected users are correctly configured in the user hierarchy.

Once users are properly assigned in the hierarchy, forecasts and quotas should become visible to them.

Note: Any changes to the hierarchy may require a page refresh or re-login for visibility updates to take effect.



 
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