If the data doesn't match, it might be that the forecast data is old. In the example, you can observe that the sum of all accounts' drill-down data matches the forecast data.Then he selects the drill-down icon beside Amber's record to view a list of accounts that make each of Amber's forecast pipeline values. On the forecast page, Kevin chooses the Account drill-down option from the drop-down menu. Kevin Smith, her sales manager, wants to understand how her revenue of $400,000 is broken down by each account. Her projected revenue for the current period is $400,000. Amber Rodriguez is a seller who's associated with four accounts. This helps you to plan better and achieve the targets as set in the forecast. The drill-down feature looks at the underlying records that are contributing to the value of the rollup column and groups them according to the selected drill-down option.īy viewing drill-down data, you can understand how the records in each group are performing and set the next course of action. You can use the drill-down feature to break down your seller's forecast projections as a function of the contributing factors that you care about, such as Account and Product. Now you might want to know which accounts contribute to a specific seller's Committed value or maybe you want to know which products are contributing to a different seller's Won value. Through a forecast, you'll have visibility into the pipeline amounts that your sellers are projecting for the period. More information: Dynamics 365 Sales pricingĪny primary sales role, such as salesperson or sales manager #Mindomo drill down licenseLicense and role requirements Requirement typeĭynamics 365 Sales Premium or Dynamics 365 Sales Enterprise The drill-down feature lets you break down the seller's forecast projections as a function of the contributing factors that you care about, such as Account and Product.
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