Understand forecasts with precision pipeline management

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

As announced in this blog post, Microsoft is making some changes to the update schedules in April in response to COVID-19. The April 2020 release wave 1 updates will be generally available as mentioned in the Dynamics 365 and Power Platform release plans. More information is available in the product-specific FAQs. We will continue to release critical updates for Dynamics 365 applications and Power Platform, and are extending the deprecation timelines for some capabilities to give customers and partners additional time to make the transition. Microsoft is committed to supporting to our customers and partners in these uncertain times.

Enabled for Public preview Early access General availability
End users, automatically - This feature is released. Feb 3, 2020 Apr 2020

Business value

A forecast can contain a lot of information and in some cases, a deep hierarchy. Often, the organization’s forecast and opportunities are disjointed. Sellers and sales managers need to understand where forecast values are coming from in order to introduce necessary changes that can help to resolve these gaps. In the forecasting capabilities for Dynamics 365 Sales, both the forecast and the underlying opportunity data are part of one fluid experience, allowing sellers to directly modify deal information in the flow and to instantly see changes to the forecast reflected.

Feature details

  • Benefit from a responsive forecast grid with visual cues: Enable visual representation of the whole forecast hierarchy and quota attainment in each cell, directly from the grid.
  • Edit participating records inline: View and edit underlying opportunities for any calculated metric to instantly modify the forecast.
  • Manage pipeline and visualization: Easily manage and update the full forecast with the drag-and-drop feature to move opportunities across different stages, to instantly update forecast data.
  • Benefit from near real-time updates: Enjoy automatic recalculation of forecast values to ensure data is always as fresh as possible.

Adjust deals using a visual Kanban board

Note

This feature is available in the Unified Interface only.

This capability is intended only for Dynamics 365 Sales Enterprise.

See also

Driving accountability with advanced forecasting in Dynamics 365 Sales (blog)

View and manage underlying opportunities (docs)