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Learning Path

Admin Training

Configure Forecast Hierarchy

Within Salesloft Forecast, users who have direct reports assigned to them in Salesforce will appear beneath them on the hierarchy table. The higher up in leadership you go, the more teams and users they will see under their hierarchy, including those who are not responsible for submitting Forecasts. For sales leaders rolling up a company-wide forecast, the view can be customized to only include quota-carrying forecast users. Learn how to configure your teams hierarchy view in the Forecast settings!