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Companies need accurate sales forecasts to keep on track to meet quarterly and annual revenue goals.
In Dynamics 365 Sales 2021 release wave 1, sellers can now clone an existing forecast when they need to make edits, and gain immediate clarity on revenue scenarios. The existing forecast remains intact while you configure different scenarios quickly and seamlessly.
This enhancement helps you plan for upcoming periods, when a few simple tweaks to the scheduling timeframe in an existing forecast will give you the insights you need.
Cloning not only eliminates repetitive data entry, but it also helps prevent forecasting errors.
With forecast cloning, these capabilities are now available:
For more information, read how to bring predictability to your revenue pipeline.
The post Save time by cloning sales forecasts in Dynamics 365 Sales appeared first on Microsoft Dynamics 365 Blog.
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