17

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 ...

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Category: Forecasting, Goals, and Territories (46)

STATUS DETAILS
New
1

Sales Premium Forecasting - Trend & Flow tab

1. Under Flow capability, in the snapshot flow’s Pipeline Management view, if we can have a facility where we can set the view to be used in this window so we can add more relevant info (columns), just like what we have in the grid - underlying records view.

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Category: Forecasting, Goals, and Territories (46)

STATUS DETAILS
New
1

Kanban View in Forecasting not filtering when selecting through drill-down entities

The Kanban view's functionality at the drill-down level is not working as expected.

However, when displayed as a Table, the filtering capabilities at the drill-down level are functioning correctly.

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Category: Forecasting, Goals, and Territories (46)

STATUS DETAILS
New
1

Make it possible to set Quota not only to Hierarchy entity but also for the drill-down entity like User

The current Quota template by Microsoft lacks the functionality to set specific quotas for drill-down entities.


For instance, in the Product forecast section where we have the Product hierarchy...

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Category: Forecasting, Goals, and Territories (46)

STATUS DETAILS
New
1

Same datatarget but different APP

Hi!


Our customer has a large solution built around users using different apps but in some cases accessing the same target data. However, an error occurs when the colleagues at the company copy the URL and send it to a colleague who uses another app, then the person does not ha...

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Category: Forecasting, Goals, and Territories (46)

STATUS DETAILS
New
10

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



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Category: Forecasting, Goals, and Territories (46)

STATUS DETAILS
New
1

Product Category Sales Goals for OSR's and ISR's

We would like the ability, in the SoCal market, to add the following category goals for our OSR's and ISR's in USD. Ideally these would auto-populate daily with sales figures into USD.


  • Lighting
  • Switchgear
  • Wire & Cable
  • Misc. Materials

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Category: Forecasting, Goals, and Territories (46)

STATUS DETAILS
New
1

Forecastion. Allow to Download Quota Template using a selected owner in the hierarchy

The template provided for Quota just contains the Sales person hierarchy. We need to provide the file to the country managers in the organization, but it is not possible to split the file, because we do no have additional data.


What needs to be changed:


Allo...

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Category: Forecasting, Goals, and Territories (46)

STATUS DETAILS
New
3

Ability to aggregate cell values in a column on the underlying records grid view

LinkedIn ask

Impact:- Filtering: Reps have a recurring need to filter out specific opps to determine forecasted $ values for specific use cases. One such use case is the need to filter out temp coverage opps in their forecast view to determine $ Outlook that impacts thei...

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Category: Forecasting, Goals, and Territories (46)

STATUS DETAILS
New
1

Update solution package "msdyn_SalesIntegrationsAddOns" from PPAC directly

  1. Since "msdyn_SalesIntegrationsAddOns" isn't included in environment DB template.
  2. So it will not get latest version when Reset/New environment.
  3. Wish user can run update manually from CRM

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Category: Forecasting, Goals, and Territories (46)

STATUS DETAILS
New