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Dynamics 365 Sales Forecast - Yearly view

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Posted on by Toms Audrins

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Hi,

We have configured the Dynamics 365 Sales Forecast, set it in quarters, and so far it has been working great. One requirement we have received from business is that the forecast should also contain "Year" view, combining all of the quarters into a single overview.

Is this something that can be done out-of-the-box, or would a Power BI dashboard be needed as a workaround? I was not able to find any information on this in the documentation, and having two "solutions", forecast and dashboard/report seems to be a poor UX.

What would be the best solution here?

Thank you in advance!

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RE: Dynamics 365 Sales Forecast - Yearly view

Hi Toms,

Options in the drop-down list reflect the number of forecast periods defined in the forecast configuration.

However, the choice of forecast period can only be generated on a monthly or quarterly basis.

https://learn.microsoft.com/en-us/dynamics365/sales/define-general-properties-scheduling-forecast#basic-forecast-scheduling

If so, I'm afraid it is not available for now. But you can create a new idea through the below URL, then ask your colleagues to raise up the votes.

Ideas (dynamics.com)

Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.

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