Note: This question is part of a series of questions that present the same scenario.
Each question in the series contains a unique solution.
Determine whether the solution meets the stated goals.
Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it.
As a result, these questions will not appear in the review screen.
You configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Proposed solution: Update the roll-up recurrence frequency.
Does the solution meet the goal?
Click on the arrows to vote for the correct answer
A. B.B.
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-dateThe proposed solution of updating the roll-up recurrence frequency to refresh the forecast for a clothing manufacturer may not meet the goal, so the answer would be B. No.
Roll-up recurrence frequency determines how often a forecast roll-up occurs. A forecast roll-up aggregates the forecasted revenue for all open opportunities that are included in the forecast. When a salesperson updates an opportunity, the forecast does not automatically refresh. To see the updated forecast, the salesperson needs to refresh the forecast manually.
The proposed solution of updating the roll-up recurrence frequency would not directly show the salesperson how to refresh the forecast. Instead, it would change the frequency of the forecast roll-up. Changing the roll-up recurrence frequency may impact the forecast data shown, but it would not necessarily show the updated forecast to the salesperson immediately.
To show the salesperson how to refresh the forecast, the correct solution would be to instruct the salesperson to manually refresh the forecast. They can do this by navigating to the forecast and clicking the refresh button. This will update the forecast data to reflect any changes made to opportunities.