web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Sales forecast - no fo...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Sales forecast - no forecast records generated

(0) ShareShare
ReportReport
Posted on by reanm 222

Hi everyone

I've configured the new Sales Forecast functionality in Dynamics 365 Sales Hub and activated it successfully.

But there's no forecast record generated - the My Active Forecasts view is empty. When I do an advanced find for forecast records, no results are returned.

Has anyone had this issue?


Thanks
Rean

I have the same question (0)
  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 on at

    Hi Partner,

    Can you check if the pre-requisites are assigned to the affected user  following the reference articles. 

    https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-forecast-definition

    https://docs.microsoft.com/en-us/power-platform/admin/what-are-preview-features-how-do-i-enable-them#how-do-i-enable-a-preview-feature

    https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/project-accurate-revenue-sales-forecasting#review-prerequisites

  • reanm Profile Picture
    reanm 222 on at

    Hi Akash

    Thanks for your response.

    Yes, I've gone with a fine toothcomb through the prerequisites and the config.

    I've used XRMToolbox to see if any Forecast records have been generated - the only record that I could find, is the Config record:

    pastedimage1583124006276v1.png

    I've also recreated the configuration without any specified security roles, so that the forecast records are viewable by all, but with no luck.

    Any ideas?

    Thanks
    Rean

  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 on at

    Hi Partner,

    Can you check if this link helps https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/381948/updated-d365-crm-forecast-configuration-analysis

  • Suggested answer
    CorneliaGermany Profile Picture
    CorneliaGermany 35 on at

    This has just helped me: https://docs.microsoft.com/en-us/dynamics365/sales/ts-forecasts 
    plus https://docs.microsoft.com/en-us/dynamics365/sales/add-forecast-site-map

    I then added "System Administrator"  as an "additional security role" under "Permissions" in the Forecast configuration.

    Now the Forecast is showing up in the Sales app ->Performance / Forecasts

    I hope this will help someone ...

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 73 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 43 Most Valuable Professional

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans