Forecast grid

Concept

The forecast grid is the main forecasting view in Dynamics 365 Sales, showing rows for sellers, teams, products or territories with quota and forecast amounts that can be drilled into the underlying opportunities.

Title graphic: Forecast grid (Concept)

Type	Concept

Key points about Forecast grid

The forecast grid works like a shared scorecard, with rows for sellers, teams, territories or products, and columns for quota, forecast amounts and confidence levels. · Dynamics 365 Forecasting - Simply Explained

Episodes about Forecast grid

Dynamics 365 Forecasting - Simply Explained

2026-08-18 · Video on YouTube

Sales forecasts often live in scattered spreadsheets and hopeful guesses. This episode shows sellers, sales managers and leaders how Dynamics 365 Sales forecasting turns opportunity data into one shared view of expected revenue, confidence and risk. You will…

Articles about Forecast grid (1)

Mastering Dynamics 365 Forecast Categories: Pipeline vs Best Case vs Commit
2026-08-18 · Mirko Peters
Learn how to master Dynamics 365 forecast categories. Explore the differences between pipeline, best case, and commit stages to improve sales accuracy.

Frequently asked questions

What is the forecast grid?

A shared sales scorecard. Rows can represent sellers, teams, territories or products and columns can show quota, forecast amounts and confidence levels, letting managers drill into the opportunities behind totals. · From the episode: Dynamics 365 Forecasting - Simply Explained

Glossary

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Feed for this topic (RSS): entity/forecast-grid/feed.xml
M365.FM episodes on this topic: 1
Articles on this topic: 1

Maintained by Mirko Peters (Microsoft MVP) · Last updated: 2026-11-03