16

Sales Forecast - Multiple Quotas, Annual Quotas, More than 6 Sales Forecasts & Projection

The current functionality of Sales Forecast is very limited and certainly not suitable for larger organizations with different divisions selling different products / solutions. Right now the system only allows to create 6 Forecasts. Further it is only possible to have monthly and quarterly foreca...

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1 Comments

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Category: Forecasting, Goals, and Territories (40)

STATUS DETAILS
New
12

Goal Rollups To Any Entity, Not Just Users & Teams


If you create a custom entity and set the ownership to organization, then the custom entity is not available to be selected in the Roll Up query. . If user or team owned entity is selected, then the custom entity can be selected in the Roll up Query.

This appears to be a bug as o...

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11 Comments

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Category: Forecasting, Goals, and Territories (40)

STATUS DETAILS
Needs Votes
Ideas Administrator

Upate June 2020: This feature request is currently not under consideration. Should the idea receive more votes, it will be reconsidered. Thank you for your suggestions. - Daniel D

10

Business Unit Entity Available as Hierarchical Entity in Forecast

The Business Unit entity is not defined as hierarchical entity and it cannot be changed to a hierarchical entity. Hence it cannot be used as hierarchical entity in Forecasting. This would be useful to be able to break down the forecast into organizational units.

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0 Comments

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Category: Forecasting, Goals, and Territories (40)

STATUS DETAILS
Needs Votes
8

Make it possible to Forecast Annually in D365 Sales (now only Quarterly and Monthly)

Today its only possible to forecast per quarter or month. I would like to be able to choose an Annual Forecast where I can track Year to date numbers.

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1 Comments

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Category: Forecasting, Goals, and Territories (40)

STATUS DETAILS
Needs Votes
6

Goal Base Currency

In short, it appears that goal's based on a money field cannot use the alternate currency. They always update into the base currency value.

This is a big issue and renders goals unusable without custom code for multi-currency orgs.

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3 Comments

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Category: Forecasting, Goals, and Territories (40)

STATUS DETAILS
Under Review
5

Parent Goal Participating Records Currently Not Filtering Properly - Bug Fix

The Participating Records on a Goal set to roll up only from child goals (aka Parent Goal) should filter accordingly which it currently does not.

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0 Comments

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Category: Forecasting, Goals, and Territories (40)

STATUS DETAILS
Needs Votes
5

Multi-currency support in Sales Insights Forecasts

We are a UK company with a Pound Sterling base currency in D365. However we have sales teams around the world who are targetted in their own local currency. Currently the Forecasting works only in the system's base currency but we want, for example, our US team to be able to see their forecast re...

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1 Comments

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Category: Forecasting, Goals, and Territories (40)

STATUS DETAILS
Needs Votes
5

Forecasting with an other field than "Owner"

For now, we have to use the Owner field to create a prevision. Can we imagine use a different user field (custom) ?

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1 Comments

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Category: Forecasting, Goals, and Territories (40)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We are reviewing your idea to evaluate if aligns with our roadmap.  

Sincerely, 

Daniel

PM, Microsoft. 

 

5

Contact Concept for D365

Goal: To create a possibility to store contact persons who work for several companies or have worked for them in the past within Dynamics in such a way that no independent duplicates are created. Status today: In today's Dynamics, the contact person is a separate object to the account; there is...

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0 Comments

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Category: Forecasting, Goals, and Territories (40)

STATUS DETAILS
Needs Votes
4

Expand Hierarchy Sizes in a Forecast or Remove the Hierarchy Sizes Limit (current: 5000)

Summary: Currently the hierarchy sizes limit in a Sales Forecast is just 5000 data which is not enough for the large organization who used the Sales Forecast on selling products which has many different models, variants, and types, the data will be more than 5,000 records. 

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0 Comments

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Category: Forecasting, Goals, and Territories (40)

STATUS DETAILS
New