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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 their quota Filtering capability in D365 is scheduled to go live in April 2022. While reps will be able to apply filters when this feature is made available, they will still need to manually add up the outlook for their filtered opps to be able to fully take advantage of the filtering capability.


- Consistency: With the cell value aggregation being rolled out in other views within D365 in 2022, reps would expect to have feature parity within the forecasting module as well. 


Current Workaround: Users need to reference specific rows and manually add up their values to get their totals."

STATUS DETAILS
New