Streamline your forecasting workflow with default experiences
Important
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.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | 
Feb 18, 2022 |
- |
Apr 1, 2022 |
Business value
Sales operation teams want to design an efficient forecasting experience for their sellers so that they can quickly access their sales projections and opportunities. With default views, administrators can set default selections that the sellers would see on the forecast page. This helps streamline their experience and free up time for them to spend meeting with customers and closing sales.
Feature details
As an administrator, you can make the following default selections in the forecast configurations:
- Setting the default drill-down.
- Setting the default group-by.
- Setting Kanban as the default over the underlying record grid.
- Keeping the last selected or viewed forecast as default.
- Setting the default forecast configuration for your users.
See also
Select the default attribute to group underlying records (docs)