Configurable forecast FAQs

Business admins given permission to edit forecast boards by the tech admin can edit forecast boards.

Yes. You can apply filters to any metric included in the board so it only includes specific types of deals.

Team members and hierarchy are managed in Admin Center > Team members.

To remove a team member from a particular forecast board, navigate to their name, click > Hide from board.

Any hierarchy change made in your CRM or your user provisioning software is reflected in your forecast boards. When a team member leaves, an Inactive label is displayed next to their name in the board:

When a team member switches teams, their current and historical deal data relocates with them and rolls up to their new team.

Yes. There are two ways to keep old deals rolled up to their original team:

• Create a placeholder user and assign the historical deals to that user.

• Create a placeholder user and assign the new deals to that user.

In both methods, historical deals stay rolled up to the original team, while new ones are rolled up to the new one.

You can’t delete a forecast column, but you can hide it from the board. This means that the column is removed from the board, and nobody is reminded to update a number for it. Historical data is retained and is available if you unhide the column in the future.