Sales quotes and demand forecast

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Posted on by KHayston

is there any way we can generate a forecast on potential demand based on quotes?

Thank you

Katarina

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Dynamics 365 Business Central

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Gerardo Rentería Ga... 25,547 Most Valuable Professional on at

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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.

Use the Sales and Inventory Forecast extension in Dynamics 365 Business Central - Training | Microsoft Learn

Using the Sales and Inventory Forecast extension to manage inventory - Business Central | Microsoft Learn

Best Regards

Gerardo

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Netjacker2097 286 on at

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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

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KHayston 76 on at

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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.

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