Forecast set-up

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Hello,

This forecast setting is on an opportunity view.

If I deep-dive on person or status, then you can select (see eclips) all kinds of Opportunity Views(your own views and systems views). I guess it is useful. However is also creates some confusion against overall forecast summary.

In our case we like to remove these encircled opportunity views, so it always is in sync with forecast initial opportunity view.

I have looked a the views setting if there is a setting to exclude those from the forecast, but there is apparently not options.

Does anyone have suggestion?

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Dynamics 365 Forums 147 on at

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RE: Forecast set-up

Sorry I can't disclose the information as it will contain company data. I assume it does not depend on the setting as such as this a standard feature presume, that you can select all the views you have made yourself or the system view which related in this case to opportunities.
Nya 29,056 on at

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RE: Forecast set-up

Hi,

Would you please share your forecast configuration?