Wait, the sales manager can't see the forecast? That's like a carpenter not being able to find their hammer. How do they even do their job? Option C all the way!
Option A is the way to go, hands down. Adding the sales manager to the Forecasting public group is the easiest solution, and it's probably what the consultant would recommend to the client. Easy-peasy!
This is a tricky one, but I think option D is the way to go. Selecting the correct forecast on the sales manager's user record might be the best way to ensure they can see the information they need.
I'd go with option B. Configuring the date filter and assigning it to the sales manager could be a more targeted solution than just adding them to a general Forecasting group.
Option C seems like the most straightforward way to resolve this issue. Setting the sales manager as the Forecast Manager for the territory would give them the necessary access to view the forecast.
Definitely. Selecting the correct forecast on the sales manager's user record could also help, but setting them as the Forecast Manager seems like the best option.
Yeah, configuring the date filter on the forecast and assigning it to the sales manager might be a bit more complex than just setting them as the Forecast Manager.
Option C seems like the most straightforward way to resolve this issue. Setting the sales manager as the Forecast Manager for the territory would give them the necessary access to view the forecast.
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