Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2021 Release Wave 1Discover the latest updates and new features to Dynamics 365 planned April 2021 through September 2021.
Release overview guides and videos Release Plan | Preview 2021 Release Wave 1 Timeline
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
We have just started to use forecasts for opps and we are in the phase of trying to understand the data before we roll it out to the sales team.
With regards to the "Slipped Deals" in the documentation it states:
"If any underlying opportunities are deleted from the forecast after the snapshot of start date is taken and these opportunities aren't available in the snapshot of end date, a Slipped Deals forecast category is added to bottom of the end date column stack."
from the link: https://docs.microsoft.com/en-us/dynamics365/ai/sales/analyze-deals-flow-between-snapshots
But the above statement does not seem to be true. We have a very large portion of our opps going into the "slipped deals" category, but looking at each opp they are all still open, before the estimated close date. The only thing I can see is that most seem to have been created after the first snapshot. I would think however, that this means that they should be "New deals"?
Any help would be great.
Yes, if opportunity is opened after first snapshot, they should appear in New Deals category. However, the opportunities which were present in first snapshot and are still open can appear in Slipped Deals too if any one of the following is true for them.
If this is not the case, please share org id or org URL.
#2 has cleared up my issues
Business Applications communities