of the
This is part two of our overview of sales forecasting functionality in Dynamics 365 2020 Wave 1. To see more about how to set up forecasting in Dynamics 365, see part one here: https://crmtipoftheday.com/1334
In today’s video we show how to upload quota data and how to use sales forecasting, including manually adjusting forecast values and quickly updating underlying opportunities in the forecast.
Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com.
Don’t forget to subscribe to http://youtube.com/crmtipoftheday.
Is this really forecasting?
Maybe I need to dig deeper to understand it properly.
Usually when customers have asked us for forecasting, they require their sales team to lock in values which they commit to. They take snapshots throughout the year and refer back to them compared to actual figures. What I’m seeing here is a more complex goal management. Maybe I’m missing something