D365 Sales: Product Forecasting – YouTube

Dian TaylorDyn365CEYouTube2 years ago73 Views

D365 Sales: Product Forecasting

If your organization has implemented Dynamics 365 Sales, then you are probably familiar with the forecasting feature that is included in the product. Usually forecasts show data from an org chart or sales rep perspective, meaning you’ll see all the different dollar amounts by forecast bucket by the sales rep that owns the related opportunities in a forecast record, but there are other ways to forecast! In this video I will show you how you can create a product forecast in Dynamics 365 Sales.

Related Articles:
https://d365goddess.com/dynamics-365-sales-product-forecasting-part1
https://d365goddess.com/dynamics-365-sales-product-forecasting-part2

Blog: https://D365Goddess.com
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/

If your organization has implemented Dynamics 365 Sales, then you are probably familiar with the forecasting feature that is included in the product. Usually forecasts show data from an org chart or sales rep perspective, meaning you’ll see all the different dollar amounts by forecast bucket by the sales rep that owns the related opportunities in a forecast record, but there are other ways to forecast! In this video I will show you how you can create a product forecast in Dynamics 365 Sales.

Related Articles:
https://d365goddess.com/dynamics-365-sales-product-forecasting-part1
https://d365goddess.com/dynamics-365-sales-product-forecasting-part2

Blog: https://D365Goddess.com
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/

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