Forecast Factor Calculation

Curran, Ryan 0 Reputation points
2023-04-13T19:07:16.7433333+00:00

In our organization's Microsoft Dynamics environment, there is a setting within each opportunity labeled "Lifecycle/Ramp Years". For example, an opportunity might have a setting such as "8/1.5". This signifies that an opportunity is expected to have a life cycle of 8 years and take 1.5 years to reach peak value. 8 years of a life cycle would have 32 quarters (8*4). The "Lifecycle/Ramp Years" setting is a hyperlink that brings the user to a "Forecast Logic" page. On this page, there is a setting listed as "Forecast Factor" and then there is a break down of the percentage volume expected to be captured in each quarter. It appears that each Lifecycle & Ramp Year combination has a unique "Forecast Factor". The percentage volume of a given quarter can be determined by multiplying the ratio of "quarter setting / Forecast Factor" by the lifetime volume. My questions are as follows:

  • How is forecast factor calculated and how does it relate to the "Lifecycle/Ramp Years" setting?
  • What is the shape of the lifetime volume profile? It appears to be some form of an S-curve, maybe based upon a hyperbolic cosine? Thanks in advance!!
Microsoft 365
Microsoft 365
Formerly Office 365, is a line of subscription services offered by Microsoft which adds to and includes the Microsoft Office product line.
3,973 questions
Office
Office
A suite of Microsoft productivity software that supports common business tasks, including word processing, email, presentations, and data management and analysis.
1,362 questions
Windows 365 Enterprise
Windows 365 Business
Microsoft 365 Publishing
Microsoft 365 Publishing
Microsoft 365: Formerly Office 365, is a line of subscription services offered by Microsoft which adds to and includes the Microsoft Office product line. Publishing: The process of preparing, producing, and releasing content for distribution or sale.
601 questions
0 comments No comments
{count} votes

1 answer

Sort by: Most helpful
  1. Crystal-MSFT 44,411 Reputation points Microsoft Vendor
    2023-04-17T01:06:37.21+00:00

    @Curran, Ryan, Thanks for posting in Q&A. From your description, it seems the issue is with Dynamic 365. You can contact the technical support in the following link to get help.

    https://learn.microsoft.com/en-us/dynamics365/get-started/support/#technical-and-community-support

    Thanks for your understanding and have a nice day!


    If the answer is helpful, please click "Accept Answer" and kindly upvote it. If you have extra questions about this answer, please click "Comment".

    Note: Please follow the steps in our documentation to enable e-mail notifications if you want to receive the related email notification for this thread.

    0 comments No comments