How to Refresh the Forecast in Microsoft Dynamics 365 Sales
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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: Recalculate the opportunity.
Does the solution meet the goal?
Answers
Explanations
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A. B.B.
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-dateThe proposed solution to refresh the forecast by recalculating the opportunity is not sufficient and therefore the answer is B. No.
While recalculating the opportunity may update the forecast for that specific opportunity, it does not update the forecast for the overall sales pipeline. To update the overall forecast, the salesperson needs to recalculate the forecast for the entire sales pipeline, not just the specific opportunity.
To refresh the forecast for the entire sales pipeline, the salesperson should follow these steps:
- Navigate to the Sales Pipeline view.
- Click on the "Refresh" button in the top ribbon of the view.
- In the "Refresh Forecast" dialog box, select the appropriate forecast date and time period.
- Click "OK" to refresh the forecast.
By following these steps, the salesperson can ensure that the forecast for the entire sales pipeline is updated, not just the forecast for a specific opportunity.
