Opportunity Forecasting in Dynamics 365 Sales

Описание: See exactly how opportunity forecasting works in Dynamics 365 Sales and how it empowers sales directors and reps. Our latest walkthrough video gives you an inside look at the D365 Sales interface and how to set up opportunity forecasting for your team.

Get an in-depth look at what Dynamics 365 Sales can do for your team:
https://www.cobalt.net/tour-dynamics-...

Read about the value that small and medium-sized sales teams find with D365 Sales + Cobalt:
https://www.cobalt.net/d365-sales/

Watch other walkthrough videos for Dynamics 365 Sales ...

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   • How to Shorten Your Sales Cycle  

Sales Pipeline Management:
   • Sales Pipeline Management in Dynamics 365 ...  

Video Highlights:
00:34: The value of opportunity forecasting for sales teams
00:50: How to configure opportunity forecasting models in Dynamics 365 Sales
1:05: Selecting an opportunity forecasting template in D365 Sales
2:11: Defining permissions for opportunity forecasts in Dynamics 365 Sales
2:23: Customizing the layout properties of an opportunity forecast in D365 Sales
2:55: Opportunity forecast filters in Dynamics 365 Sales
3:09: The drilldown view for opportunity forecasts in Dynamics 365 Sales
3:39: How to use Snapshots in opportunity forecasts in D365 Sales
3:45: Adding quotas and activating an opportunity forecast in Dynamics 365 Sales

Partial Transcript:

Forecasting is a cornerstone business process for all Sales organizations. With Dynamics 365 Sales, you can utilize the robust forecasting tool to execute your forecasting more accurately — which will allow your organization to make more informed business decisions. Today I will show you exactly how to use Opportunity Forecasting in Microsoft Dynamics 365 for Sales, so you can see opportunities for your team.
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Opportunity Forecasting can play a significant role in your organization’s usage of Dynamics 365 for Sales because it makes it so easy to measure performance metrics. This allows managers and directors to quickly follow trends, anticipate revenue, and allocate resources accordingly.

[INTERFACE WALKTHROUGH]

Most importantly, everyone will be able to better understand what needs to be done to hit your revenue goals of your organization. These are just the highlights for one way that you can use opportunity forecasting in Dynamics 365 Sales to empower your entire sales and leadership team. Check the video description for a link to our summary page that covers all the biggest benefits and features of D365 Sales, as well as some additional walk-through videos. And of course, if you want to go deeper with what Microsoft Dynamics 365 Sales can do for your team, click the contact link to schedule a product showcase with our team at Cobalt.