Product Solution

Forecast Management for Dynamics 365 CRM

Develop detailed sales forecasts to support the sales and operations planning (S&OP) process.

Product Solution

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.

Get Started Now

Benefits

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

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

Budget-to-forecast analysis and comparisons

Direct & distributor views of sales for a global forecast

Visibility of distribution inventory and sell-through

Forecast-to-actual revenue accuracy measurement

Top-down or bottom-up forecasting

Manager override capabilities

forecast-management-for-dynamics-365-screenshots

In Action

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