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Sales Forecasting

  • 1.  Sales Forecasting

    Posted 13 days ago
    Forecasting quarterly sales figures by patch and rolling up to territories inside CRM. Has anyone found anything that helps to automate and display the forwcating process and outcomes?
    Grateful for inspiration?
    Guy

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    Guy Wood
    CGI UK

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    Conference-CRMUG_200x200


  • 2.  RE: Sales Forecasting

    TOP CONTRIBUTOR
    Posted 12 days ago
    Hi Guy,

    The Goals area of Dynamics can provide those capabilities, however, they are not as flexible as a lot of people need. The new Sales Forecasting feature coming in the next wave of Dynamics may be a better fit. Its a lot more flexible than Goals and will in all likelihood replace it.

    https://docs.microsoft.com/en-us/business-applications-release-notes/april19/dynamics365-sales/simple-forecasting-effective-sales-performance-management

    Mike

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    Mike Hammons
    Director, Business Intelligence
    AKA Enterprise Solutions
    Woodstock GA
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    Conference-CRMUG_200x200


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