Why isn't my sales rep rolling up to their manager in Forecasting?

In order for an individual sales rep to roll up to the appropriate manager in Forecasting, their User Role must also be set appropriately. It's a good idea to confirm that a user is set to the appropriate User Role when modifying their Forecasting Settings.

A sales rep, for example, should be set as an Individual Contributor for their Forecasting Settings and a Sales Rep for their User Role. 
 

Managers should also have the appropriate User Role in order for sales reps to roll up to them in Forecasting as expected. A manager should be set as a Forecast Manager in their Forecasting Settings and a Manager for their User Role.
 

Further Learning

Both the User Role and Forecasting Settings can be updated in the User Management Admin Module. Check out our articles on User Management: Overview and User Management: Forecast Opt-In to learn more about these settings!