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Hello, I wonder if anyone can help with a problem / query I have on forecasts.
My sales team want to be able to see each month what they have won for that month as well as a running year to date won value.
I can't seem to find anyway to handle yearly values in a forecast which is a bit frustrating, the only option I found was to add a simple value and import each month the current year to date values but as dynamics already knows about this it seemed a slightly un-productive way of achieving this.
I also want to know if it is possible to have a conversion rate calculation added as a %.
Please refer to the following documentation which may help you to select the fiscal year for the forecast.
Work with fiscal year settings - Power Platform | Microsoft Docs
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