Forecasting and pipeline analytics


This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.


Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

To stay ahead of the market and to meet sales quotas, sales teams are constantly pressured to sell more and sell faster. As a seller, it’s important that you spend time on the top deals, prioritizing prospects that are likely to close, and move quickly through the pipeline. It's also imperative that your team accurately projects anticipated revenues from these deals so that teams can take proactive steps to avoid missing goals.

Forecasting and pipeline analytics provide predictive lead and opportunity scoring that helps uncover top deals and to forecast with confidence. Use intelligent scoring to uncover where best to invest your team’s time, improve resource allocation, and increase productivity, while helping ensure that rigorous quotas can be met efficiently.

In this release, we'll provide sales teams the ability to share their forecasts with other stakeholders. For example, a sales director can delegate the management of the team's forecast to an assistant or another team member by simply sharing a forecast.