Configure forecasts in your organization
A forecast helps your organization predict how much revenue your sales team will generate in a given time frame. When done correctly, forecasting can play a significant role in your company's success.
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License and role requirements
|Requirement type||You must have|
|License||Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
|Security roles||System Administrator or Forecast Manager
More information: Predefined security roles for Sales
How forecasting helps organizations?
- Sellers can track performance against targets and identify pipeline risks that might jeopardize their ability to hit them.
- Managers can track individual sales performance against quotas to proactively provide coaching.
- Directors can use forecast trends to anticipate departmental sales and reallocate resources if necessary.
- Organization leaders can use the projected estimates to change the product strategy or provide updated projections to investors.
Forecasting isn't supported on Government Community Cloud (GCC) or mobile devices.
You can configure forecasts that are based on revenue or quantity. You define the type of forecast, its hierarchy, permissions for accessing it, and the details you want to appear on the forecast grid. After a forecast is activated, your sales team can view the revenue, or quantity, and pipeline projections.
Forecasting is available in your organization by default.
Sign in to the Sales Hub app.
In the site map, select the Change area icon , and then select App Settings.
Under Performance management, select Forecast configuration.
Use APIs to upload forecast data
After a forecast is activated, you can use the msdyn_ForecastApi custom action to upload forecasting data to simple columns. For more information, see msdyn_ForecastApi action.
Find your forecasts
In the Sales site map, you'll find Forecasts under Performance.
In the Opportunity form, Forecast Category appears above Description.
The categories define the confidence level of closing the opportunity. You can add custom values for your organization if you need to. To learn more, see Capture forecast category for opportunity.
- Forecast category options include Won and Lost. If an opportunity is closed as Won or Lost, the Opportunity Forecast Category Mapping Process out-of-the-box workflow automatically changes the forecast category to match.
- To view the Opportunity Forecast Category Mapping Process workflow, go to Settings > Process Center > Processes and select the All Processes view. Search for and open the Opportunity Forecast Category Mapping Process workflow. You can customize or deactivate the workflow according to your organization's requirements.
- Are you using a custom option set instead of forecast category? You'll need to create a workflow to automatically sync the opportunity status with your option set to make sure that the projection is accurate.
- To learn more, see Create a cloud flow in Power Automate.
If you don't want to see the forecast category in the opportunity form, you'll need to customize the form. You can't use the Visible by default option to hide it. To learn more, see Unable to hide forecast category field in opportunity forms.
The forecasting feature is intended to help sales managers or supervisors enhance their team’s performance. It is not intended for use in making, and should not be used to make, decisions that affect the employment of an employee or group of employees, including compensation, rewards, seniority, or other rights or entitlements. Customers are solely responsible for using Dynamics 365, this feature, and any associated feature or service in compliance with all applicable laws, including laws relating to accessing individual employee analytics and monitoring, recording, and storing communications with users. This also includes adequately notifying users that their communications with sales persons may be monitored, recorded, or stored and, as required by applicable laws, obtaining consent from users before using the feature with them. Customers are also encouraged to have a mechanism in place to inform their sales persons that their communications with users may be monitored, recorded, or stored.
Can't find the options in your app?
There are three possibilities:
You don't have the necessary license or role.
Your administrator hasn't turned on the feature.
Your organization might be using a custom app. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps. Check with your administrator for exact steps.
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