Salesforce Requirements Before Getting Started
Scratchpad Forecasting relies on the Roles/Forecast Hierarchy setup in your Salesforce instance, ensure they are updated. Video walk-through here
Add the Allow Forecasting permission on the User level
Add the View Roles and Role Hierarchy permission on the Profile level
How to Configure & Customize Your Forecast Settings
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Forecasts under Workspace
Select your desired Forecast to:
Edit General settings (like Name, Forecast Period, and Categories)
Manually configure Targets for your team
Select +New Forecast to create Multiple Forecasts
How to Manage Access to Forecasting
By default, each Forecast will be accessible to all users on the Forecast Hierarchy. These users can access their personal forecasts and, if they are Managers, they can also access their team’s and sub-team’s forecasts. Users set as Admin in Scratchpad will have full access to all Forecasts.
You can change the default settings to restrict general access and explicitly choose which user should have access to the Forecast:
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Forecasts under Workspace
Select your desired Forecast, then select Access
To restrict general access:
Change the access type for “Forecast hierarchy” from Partial Access to No Access
To grant access to individual users:
Click Add Members and select your desired user
Select an access type:
Full Access: View entire forecast
Partial Access: View personal and direct report forecasts
Remove: Will no longer have access to forecast