Calculate Total Quota automatically in the Sales Forecast
When you upload the Quota file to your Forecast and you only filled out Quota (Direct), then the Total Quota values for the Parent records have to be calculated automatically.
But if you did fill out Quota (Parent) in the file, then there shou...
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...
To set Quota even for drill down entity in Sales forecasting
In Sales forecasting, quota is uploaded manually to the forecast when activating the forecast configuration, the quota value displayed for drill down entities are not applicable, we want to set Quota even for drill down entity.
Also, the Trend chart - it only shows data up to ...
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.
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...
Currency values on Forecast to be right aligned
Currency values on Forecasts must be right aligned. Currently all integers / decimal values are left aligned and it is very difficult to read these values
Example:
Current Format
10000.00
200.00
5890000000.00
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.
Ritesh Darbawar
Principal Engg Mgr
Dynamics 365 Sales
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.
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...
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) ?
Thank you for your feedback. We are reviewing your idea to evaluate if aligns with our roadmap.
Sincerely,
Daniel
PM, Microsoft.
Administrator