Sales Forecasting reference

Several types of components are installed with activation of the Sales Forecasting application.

Table 1. Roles in Sales Forecasting

Role	ID	Functions
Forecast Administrator	sn_sales_forecast.forecast_admin	Setup group hierarchy and sales teams with the managers and sales agents’ information for the organization. Set up Sales forecasting settings and be able to initiate calculate forecasts. Create/edit/view forecast category choices and forecast model details.
Forecast Analyst	sn_sales_forecast.forecast_analyst	View all forecasts item entries, forecast category, forecast model, and associated opportunities.
Sales Quota Admin	sn_quota_core.quota_admin	Create/import/edit/delete quota for different sales teams and individuals.
Sales Quota Manager	sn_quota_core.quota_manager	Edit the sales quota for the groups.
Sales Quota Owner	sn_quota_core.quota_owner	View the Sales quota assigned to the owner.
Adjustment Viewer	sn_sales_forecast.adjustment_viewer	View forecast-adjusted records assigned to them and the people below them in the hierarchy.
Adjustment Writer	sn_sales_forecast.adjustment_writer	Edit the forecast-adjusted records that they own.
Forecast Viewer	sn_sales_forecast.forecast_viewer	View all the forecast data that they own and the data of people below them in the hierarchy.
Submission Viewer	sn_sales_forecast.submission_viewer	View forecast-submitted records that they own and the records owned by people below them in the hierarchy.
Submission Writer	sn_sales_forecast.submission_writer	Edit the forecast-submitted records that they own.