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.
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
Athugasemdir
https://aka.ms/ContentUserFeedback.
Væntanlegt: Á árinu 2024 munum við hætta með GitHub-mál sem ábendingaleið fyrir efni og skipta því út fyrir nýtt ábendingakerfi. Frekari upplýsingar er að finna hér:Senda inn og skoða endurgjöf fyrir