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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Problem with display r...
Customer experience | Sales, Customer Insights,...
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Problem with display records date in forecast configuration

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Posted on by Hrytsak Taras 65

Hello everyone.

Today I worked with the sales hub module and faced a problem when creating the forecast.

The problem is that I create an annual forecast that reflects the opportunities by month

pastedimage1634830019983v1.png

After I have activated the forecast, the opportunities are displayed incorrectly.

pastedimage1634830444646v2.png

The month is June but I see the record from July, the date is 07/01/2021. After changing the date to 07/02/2021 I do not see this record.

Why does this happen?

I have the same question (0)
  • Nya Profile Picture
    Nya 29,064 on at

    Hi,

    The forecast Period has two options: monthly and quarterly. Users have the ability to create forecasts up to a year. (i.e) if you select the forecast period to be monthly you can set the number of periods to 12, with equals 12 months. In your example we will create quarterly forecasts with a number of 4 periods. so here we have only two options available(monthly and Quarterly) and they are by Design.

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