Edit

Share via

View snapshots

  • Article

Note

Starting June 30, 2024, snapshots feature in forecasting will be deprecated. Learn more.

View a snapshot to see and understand the forecast data at the moment in time when the snapshot was taken, including underlying opportunities. Also, you can compare the data between your current forecast and the snapshot to understand how the forecast is doing.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium
More information: Dynamics 365 Sales pricing
Security roles Any primary sales role, such as salesperson or sales manager
More information: Primary sales roles

Prerequisites

Your administrator must have enabled snapshots

Open and view snapshots

  1. Sign in to the Sales Hub app, and go to Performance > Forecasts.

  2. Select the forecast for which you want to view snapshots.

  3. Select See forecast grid history.

    Note

    The See forecast grid history option is inactive if there no snapshots available for the forecast. Daily snapshots are available for weekly, monthly, and quarterly forecast periods, and weekly snapshots are available for annual periods.

    Select See forecast grid history

    The latest snapshot for the forecast is displayed with information about forecast data at that point in time, along with name and date.

    Note

    The values displayed in the snapshot are based on the fields configured in your forecast. If these values don't match the values you expected, verify the fields used for aggregation.

    Forecast grid name and date

    The format of the snapshot date is based on your personal settings. In this example, the date format is MM/DD/YY (07/27/20).

  4. Select the calendar icon to know the dates for which snapshots are available. To view the snapshot from a specific date, select the date from the calendar.

    Note

    If a date is inactive, there's no snapshot available for that date.

    Select a date to view forecast history

    The data displayed in the snapshot is view-only and can't be modified.

View underlying opportunities

For a snapshot, you can view the underlying opportunities of a column or the users who are influencing the displayed budget amount at that point in time. By viewing the opportunities, you can analyze and understand how they're trending.

  1. Open a snapshot.

  2. To see the underlying opportunities that are defining the value of a column at that point in time, select the column or user. In this example, Kenny Smith's Committed column is selected and the underlying opportunities that are contributing the value are displayed.

    Select a column to view underlying opportunities

  3. To view the details of an underlying opportunity, under Actions column, select the navigate icon corresponding to the opportunity.

    The opportunity opens in a pop-up window. The latest information will be displayed in the opportunity, not the information as of the date of the snapshot.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • 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.

About premium forecasting
Take snapshots automatically
Analyze deals flow between snapshots