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Hi Experts, I am trying to set up a forecast for sales, however I need more detail on how to create a correct (setup) hierarchy forecast? I have created one and activated it but it does not show as a forecast in the forecast module in the application (front end) . Does anyone have any good current documentation on how to set this up other than the Microsoft official documentation?
Thank you for your query.
Here are few posts for your reference:
How to Set Up a Dynamics 365 Sales Forecast Model (Part 1) - SyncraTec
Sales Forecast for Dynamics 365 Sales – 2020 Release Wave 1 – Goals in a new look | Microsoft Dynamics 365 CRM Tips and Tricks (inogic.com)
An Overview of Dynamics 365 for Sales Forecasting (knowledgefrommanish.com)
Greetings! You can refer below YouTube links step by step creating for sales forecasting.
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