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Sales Forecasting

  • 1.  Sales Forecasting

    Posted Feb 05, 2020 05:28 AM
    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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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Sales Forecasting

    TOP CONTRIBUTOR
    Posted Feb 06, 2020 11:23 AM
    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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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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