Exercise - Experience the supervisor workflow
Throughout this module, you explored how sales managers use forecasting, pipeline management, and AI-driven insights to monitor team performance and guide revenue outcomes. In this exercise, you bring those concepts together by stepping into the role of a sales supervisor in Dynamics 365 Sales through a guided simulation.
The simulation walks you through a typical supervisor workflow, including reviewing forecast data, analyzing pipeline health, and using Copilot insights to identify at-risk deals and take corrective action. As you work through each step, pay attention to how the tools and features covered in this module connect to support a single, end-to-end review process.
Select the following image to launch the interactive click-through.
After completing the simulation, you should have a clearer understanding of how a sales supervisor uses Dynamics 365 Sales to review forecasts, assess pipeline health, and act on AI-driven insights to keep the team on track toward its revenue targets.