Exploring additional filtering capabilities in Sales Forecasting

Introduction

The sales forecasting feature of Dynamics 365 is useful for sellers and their managers to track the sales performance against Targets & Quotas.
Recently when I was exploring the sales forecasting feature of Dynamics 365 in 2022 release wave1, I came across many enhancements in the forecast configuration.
In the previous blog, we have already seen enhanced configuration steps for using sales forecasting in the organization. In this blog, we will explore the enhanced filtering capabilities.
Let us consider one scenario where I would like to forecast the opportunity records based on the user hierarchy. This can be implemented by selecting “Hierarchy Entity” as User as shown below:

Let us quickly jump into the “Filter Data” configuration steps enhancements as the rest of the configuration steps have already been explained in the previous blog already.
Earlier, under the “Filter Data” configuration tab we were not able to add filters related to both the…

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