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) ?
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...
Forecasts by account per calendar year with revenue spread across months
We need the ability to provide forecasts by Account per calendar year, and the revenue dollars need to be spread across designated months rather than allocated to a single month. User needs to be able to define start and end dates on the Opportunity and then enter revenue by month within that ti...
Have additional math functions in calculated fields
Currently calculated fields allow basic math, and some date functions such as diffindays, however there are missing math functions which would be useful such as: max(a,b,...) - return the maximum value from the list provided min(a,b,...) - return the minimum value from the list provided abs(a) - ...
Forecasting / Quota based on Product
Today we can define forecasting quota based on territory or sales person/hierarchy. Several Customers do their forecasting based on products - a sales person needs to generate revenue based on products or product-families. (e.g. CRM: 50.000,- and Microsoft 365: 100.000,-). This could be measur...
Thank you for your feedback. We are reviewing your idea to evaluate if aligns with our roadmap.
Sincerely,
Daniel
PM, Microsoft.
Administrator
Thank you for your feedback. We are reviewing your idea to evaluate if aligns with our roadmap.
Sincerely,
Daniel
PM, Microsoft.