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Allow sellers to track performance with out-of-box forecasting

Important

This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Users, automatically - Feb 2, 2024 Apr 19, 2024

Business value

The out-of-the-box forecast solution is streamlined and accessible for all users. This capability enables you to:

  • Enhance sales performance with the readily available forecast.
  • Increase productivity with real-time updates and save valuable time to focus efforts on driving sales activities.
  • Quickly gauge performance, adjust strategies, and make better decisions for improved results.

Feature details

As a seller, you can:

  • Get instant access to the out-of-the-box forecast without waiting for your administrator to configure one. 
  • Get immediate access to crucial sales insights.
  • Stay informed about your performance and make timely adjustments to your sales strategies with real-time updates.
  • Track your performance against targets and objectives and achieve continuous improvement and goal attainment.

See also

Out-of-the-box forecast (docs)