{"id":28624,"date":"2021-07-19T13:31:36","date_gmt":"2021-07-19T13:31:36","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=28624"},"modified":"2021-09-01T09:23:32","modified_gmt":"2021-09-01T09:23:32","slug":"advanced-scheduling-in-dynamics-365-sales-forecasting","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2021\/07\/advanced-scheduling-in-dynamics-365-sales-forecasting\/","title":{"rendered":"Advanced Scheduling in Dynamics 365 Sales Forecasting"},"content":{"rendered":"

Introduction<\/strong><\/h3>\n

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.<\/p>\n

For example: If you have a quarter of 13 weeks then you can divide\/group the quarter either as \u201c4-4-5\u201d, \u00a0\u201c5-4-4\u201d or \u201c4-5-4\u201d, it is purely depending upon your organization\u2019s timeframe requirement. This is where \u201cAdvanced Scheduling\u201d feature comes into the picture.<\/p>\n

In the previous blog,<\/a> we have already seen Enhanced configuration steps for Sales Forecasting. In this blog let\u2019s have quick look at \u201cAdvanced Scheduling\u201d feature.<\/p>\n

Previously under the scheduling option, there were no preview page available for scheduled periods but now in Advanced Scheduling preview page is available to display the scheduled periods as shown below:<\/p>\n

\"Advanced<\/a><\/p>\n

Advanced Scheduling:<\/u><\/strong><\/h4>\n

While configuring the forecast there is \u201cEnable advanced scheduling\u201d option available under the \u201cGeneral\u201d tab as shown below:<\/p>\n

\"Advanced<\/a><\/p>\n

We can schedule the periods as per the organization\u2019s needs by picking up the defined calendar templates. This will then help to filter the forecast records in proper and managed way with respect to months and year.<\/p>\n

Note: By default \u201cEnable Advanced Scheduling\u201d toggle is disabled and you can use the scheduling option that you previously had. <\/em><\/strong><\/p>\n

In Advance Scheduling, you have the flexibility to select different calendar templates as per your organizational needs.<\/p>\n

\"AdvancedCalendar Templates<\/strong>:<\/h3>\n

4-4-5, 4-5-4, and 5-4-4 calendar template:<\/u><\/strong><\/p>\n

These calendar templates are divided into three quarters with each quarter consisting of 13 weeks. In the 4-4-5 quarter, two months are of 4 weeks and one month is of 5 weeks. Similar concept is applied for 5\u20134\u20134 or 4\u20135\u20134 templates.<\/p>\n

4-4-5 template:<\/u><\/strong><\/p>\n