Configure forecasts for multiple business units
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Admins, makers, marketers, or analysts, automatically | - | - | 
Jul 28, 2023 |
Business value
Companies with multiple business units (BU) define different forecasts for each BUs to track, monitor, and provide targeted help. Organizations need a way to easily track forecasts at BU-level to understand how each business unit is performing and develop data-driven strategies.
Feature details
As an administrator or forecast manager, you’ll be able to:
- Configure forecasts based on a business unit, which allows your sales team to monitor and track the progress of each business unit separately.
- Restrict the forecast only to the sales team in that business unit.
As a seller, you’ll be able to:
- See the forecast for your business unit and make informed decisions to meet or exceed your quotas.
- Get a macro and micro view by monitoring your BU forecast and then drill down to your forecast to see how you’re contributing to the BU forecast.
See also
Define the forecast owner (docs)