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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

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

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