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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales quotes and deman...
Small and medium business | Business Central, N...
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Sales quotes and demand forecast

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Posted on by KHayston 76
Hi
 
is there any way we can generate a forecast on potential demand based on quotes?
 
Thank you
 
Katarina
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
  • KHayston Profile Picture
    KHayston 76 on at
    Sales quotes and demand forecast
    Thank Netjacker - that would work but I still need to look further into it. Lots of Data to chew through
     
    Thank you gdrenteria - I will pass this on to the development team - I am sure they can make sense of it.
  • Verified answer
    Netjacker2097 Profile Picture
    Netjacker2097 271 on at
    Sales quotes and demand forecast
    Hi Katarina,
     
    I'd like to suggest another approach. If you're utilizing web services within Business Central, consider publishing the Sales Line page, which encompasses both document types (Quotes, Orders and Invoice).
     
    Odata v4 URl is what you need. here is an exsample of what it should look like: https://api.businesscentral.dynamics.com/v2.0/969f34fgg0-b6a3-69cc-a8cd-b337ffxfxfxf9/SampleEnviroment/ODataV4/Company('CRONUS ES')/SalesLineReport
     
    Once published, you can Export this data into Excel using ODATA connections within excel, allowing you to visualize all your sales lines within both quotes and orders.
     


    Subsequently, leverage this data to create a pivot analysis on your posted sales data. This will provide you with a forecast, offering a more comprehensive and enhanced overview.

    Best regards,
    M
  • gdrenteria Profile Picture
    gdrenteria 13,556 Most Valuable Professional on at
    Sales quotes and demand forecast
    Hi
    I would think that it is not possible. I am giving you this link that explains how it would be to use the AI-based extension to work with this topic, it will surely give you other ideas.
    Best Regards
    Gerardo 

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