Share the Power of Territory Forecasts
Where: This change applies to Lightning Experience in Performance and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.
Who: Forecast managers assigned to territories can share their territory forecasts.
Why: Here’s an example of how easy it is to share territory forecasts.
Jessica, a forecast manager, views her territory forecasts (1) on the forecasts page. She clicks the Share button (2) and selects Brendan to share with (3). Now Brendan can see (4), but not adjust, Jessica’s territory forecasts.
To view the forecasts that Jessica shared, Brendan selects them from the My Shared Forecasts list (5) on the forecasts page.