Product Solution

Forecast Management for Dynamics 365 CRM

Develop detailed sales forecasts to support the sales and operations planning (S&OP) process.
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Strengthen Sales Forecasts
Armanino’s Forecast Management solution for Microsoft Dynamics 365 and Microsoft Dynamics CRM is a robust tool that enables sales executives and operations teams to combine the sales pipeline of new business with sales forecasts of current customers and sales wins for stronger forecasting.
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Benefits

Quick Highlights

Gain Insights

Spread the value of an opportunity over an extended period to provide accurate forecasting and compare forecasted amounts from CRM with actual delivered amounts from ERP

Control Data

Slice data as needed and filter for desired content with real-time forecasting; forecast by customer, product, opportunity, territory, direct vs. channel, and much more

Visualize Forecasts

Utilize dashboards to show detailed lists of itemized forecast numbers

Gain Time

Streamline and automate the entire forecasting process
Forecasting

Improve Sales Planning

The solution also provides a view into the actual revenue and net for billings, bookings and backlog. You save time, increase accuracy and reduce excess inventory from poor planning.
Forecast Management for Microsoft Dynamics CRM
Features
Realizing the Most Important Traits
Forecast Management for Dynamics 365 Budget
Budget-to-forecast analysis and comparisons
Forecast Management for Dynamics 365 Direct View
Direct & distributor views of sales for a global forecast
Forecast Management for Dynamics 365 Visibility
Visibility of distribution inventory and sell-through
Forecast Management for Dynamics 365 Forecast
Forecast-to-actual revenue accuracy measurement
Forecast Management for Dynamics 365 Forecasting
Top-down or bottom-up forecasting
Forecast Management for Dynamics 365 Manager Override
Manager override capabilities
forecast-management-for-dynamics-365-screenshots
In Action
Forecasting Made Easier

In-line grid editing allows users to edit various data, such as product or price point, and forecast monthly costs. You can then utilize the power of your current forecasting tool to leverage data from the Forecast Management solution, to check net sales, billings and revenue. Additionally, sales leaders can access rich, interactive, drillable representations of sales forecasts displayed in graphs and charts to support a wide variety of complex forecasting needs.

Insights
Related Resources
Service Line Sheet
Service Line Sheet
Microsoft Dynamics Forecast Management
A robust tool that enables sales executives and operations teams to develop detailed sales forecasts
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