Maintain up-to-date forecast data
Forecast data is automatically recalculated after every 24 hours to keep the data current. You can also trigger a manual calculation if you want a change to be immediately reflected in the forecast.
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 | Any primary sales role, such as salesperson or sales manager More information: Primary sales roles |
Recalculate and refresh forecast data manually
Forecast data is automatically recalculated in the following scenarios:
- After every 24 hours.
- After you adjust the forecast values or update the underlying records on the Forecasts page.
if you've updated the underlying records on the opportunities page or updated the forecast hierarchy, you can trigger a manual recalculation.
Open the forecast. Verify the Last updated timestamp on the command bar to know when the forecast was last recalculated successfully.
Select Recalculate data.
A notification appears at the top of the screen, confirming the recalculation. Recalculation happens in the background, and you can continue to work while recalculation is in progress.
After the application recalculates the forecast data, a notification appears to refresh the data. On the notification, select Refresh page. You'll notice the following updates to the forecast:
The aggregation and roll-ups for the underlying data are recalculated.
Any target or quota changes are checked and updated.
Any other changes affecting the forecast values (excluding hierarchy changes) are refreshed.
Only the current forecast period is recalculated.
No changes are made to the forecast values that were manually adjusted.
No changes are made to the Prediction column. Predictions are only recalculated after every seven days. Hover over the information icon on the column header to view the last recalculation date.
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 is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.
See also
Project accurate revenue with sales forecasting
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