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Customer experience | Sales, Customer Insights,...
Unanswered

Issues with forecast "Flow" chart

Posted on 28 Feb 2023 12:53:41 by 10

Hi everyone,

I enabled the enhanced forecasting functionalities including the daily snapshots. I already have 5 snapshots and I can see them in the snapshot history (including their underlying records) as well as in the "Trend" chart. However I am not able able to see them in the "Flow" chart. The system displays the following error message "An error has occurred. Try reloading the page. If the problem persists contact a system administrator." The problem is that I happen to be the system admin 

pastedimage1677588631264v1.png

Does anyone know what the problem could be? I already checked licenses and security roles.

Thank you,

Arianna

  • ari_vog Profile Picture
    ari_vog 10 on 01 Mar 2023 at 08:02:04
    RE: Issues with forecast "Flow" chart
    [quote user="Haig Liu"]

    Hi ari_vog,

    Please check the ForecastInstanceActions process: 

    https://learn.microsoft.com/en-us/troubleshoot/dynamics-365/sales/troubleshoot-forecast-issues

    [/quote]

    Hello Haig Liu,

    thank you very much for your reply, however I've already checked all the described forecast issues and none of them applies to my case.

    Best regards,

    Arianna

  • Haig Liu Profile Picture
    Haig Liu Microsoft Employee on 01 Mar 2023 at 01:47:47
    RE: Issues with forecast "Flow" chart

    Hi ari_vog,

    Please check the ForecastInstanceActions process: 

    https://learn.microsoft.com/en-us/troubleshoot/dynamics-365/sales/troubleshoot-forecast-issues

  • ari_vog Profile Picture
    ari_vog 10 on 28 Feb 2023 at 12:59:57
    Issues with forecast "Flow" chart

    Hi everyone,

    I enabled the enhanced forecasting functionalities including the daily snapshots. I already have 5 snapshots and I can see them in the snapshot history (including their underlying records) as well as in the "Trend" chart. However I am not able able to see them in the "Flow" chart. The system displays the following error message "An error has occurred. Try reloading the page. If the problem persists contact a system administrator." The problem is that I happen to be the system admin

    Image

    Does anyone know what the problem could be? I already checked licenses and security roles.

    Thank you,

    Arianna

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