Sales forecast

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Posted on by Yin Mon Pyone

Dear Expert,

I wan to use sales forecast. Thus, I am testing sales forecast features now.

I have two questions :

1. when I use scratch template, Rollup Entity is opportunity as default. What I understand from Microsoft doc page is that I can choose any entity as rollup entity. In that so, How do I continue to select any entity instead opportunity? any setup to edit ?

2. when I use Org chart template, Hierarchy entity is user(owner) and owner is individual. Instead of individual, I would like to use owning team or owning user.

Is there a way to configure to owning team or owning user?

Best Regards,

Yin Mon Pyone

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Yoshika Suzuki on at

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RE: Sales forecast

The ability to select entities other than Opportunity is valid for wave2. Please access early or wait for the release after October

docs.microsoft.com/.../enterprise-grade-fully-customizable-forecast
Yin Mon Pyone 4 on at

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RE: Sales forecast

Hi,

I did forecast configuration from App Setting.

My rollup entity field is locked. I can't do any action.

I want to show you but I can't place any image or screenshot here.
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Sales forecast

HI,

First Question, I tried this in my crm instance and I was able to select any entity in Rollup Entity dropdown.

Please see below screenshot. You will need to click on highlighted down arrow button to sleect any other entity apart from Opportunity.

Make sure you are configuring Forecase from Sales Hub->App Settings Navigation.

Please mark my answer verified if i were helpful