Tag Archives: sales forecasting

Enhanced Trend and Flow Chart in Sales Forecasting within Dynamics 365 CRM

Efficient sales processes are key for any successful business. The Predictive forecasting feature which is available in Microsoft Dynamics 365 Sales Insights, enables proactive decision-making for any aspect of the sales process. Recently when I was exploring Predictive forecasting I came across the new setup available for configuring the Trend and Flow chart. In the previous… Read More: Enhanced Trend and Flow Chart in Sales Forecasting within Dynamics… »

Exploring sharing capabilities in Dynamics 365 CRM sales forecasting

Introduction: The sales forecasting feature in Dynamics 365 CRM provides the ability to your organization for predicting the revenue that can be generated in a given time frame. When configured correctly sales forecasting plays a key role while predicting the overall success of the organization. Recently, I was configuring sales forecast in Dynamics 365 trial… Read More: Exploring sharing capabilities in Dynamics 365 CRM sales forecasting »

Exploring additional filtering capabilities in Sales Forecasting

Introduction The sales forecasting feature of Dynamics 365 is useful for sellers and their managers to track the sales performance against Targets & Quotas. Recently when I was exploring the sales forecasting feature of Dynamics 365 in 2022 release wave1, I came across many enhancements in the forecast configuration. In the previous blog, we have… Read More: Exploring additional filtering capabilities in Sales Forecasting »

Advanced Scheduling in Dynamics 365 Sales Forecasting

Introduction Sales forecasting has introduced few interesting features and one of them is Advanced Scheduling. Previously while configuring the forecast there was only a scheduling option available in the general tab of sales forecast, but now there is flexibility to configure the scheduling as per the calendar format that organizations use. For example: If you… Read More: Advanced Scheduling in Dynamics 365 Sales Forecasting »

Enhanced configuration steps in Dynamics 365 Sales Forecasting

Introduction Recently when I was exploring the sales forecasting feature of Dynamics 365 sales, I came across many enhancements in Forecast configuration. Previously if you were trying to create any type of forecast (Org, Territory, and Custom) then it was restricted to Opportunity entity only. Now you can observe that there is a flexibility to select… Read More: Enhanced configuration steps in Dynamics 365 Sales Forecasting »