Select a forecasting template

Select a template to define how a forecast structures your organization's data and projections. If you prefer to create a forecast based on your own rollup and hierarchy entities, select Create from scratch instead.

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
More information: Predefined security roles for Sales

Select a template

The fastest way to create a forecast is to use a template. The template that you select defines how the forecast groups data.

On the Forecast configurations page, select one of the following templates:

  • Org chart forecast: Rollup columns and projections are based on your organization's reporting structure. This template uses the Manager field of the User entity for the hierarchy.
  • Product forecast: Rollup columns and projections are based on the product hierarchy.
  • Territory forecast: Rollup columns and projections are based on the sales territory hierarchy.

A screenshot of the Forecast configuration page with the three templates shown.

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 apps such as, the Sales Hub or Sales Professional app.

See also

Configure forecasts in your organization

Configure forecast using custom rollup entity