Managing Forecasts Quiz

What you'll be asked

1. Which of the following components is required to define the hierarchy for a Dynamics 365 Sales forecast?
2. A sales manager needs to adjust a forecast value manually without changing the underlying opportunity data. Which feature should they use?
3. When configuring a forecast, what is the primary purpose of defining a 'Rollup Entity'?
4. Which status must a forecast be in for users to view it and perform adjustments within the Sales Hub?
5. If you are using a custom filter in your forecast configuration, how does the system treat records that do not meet the filter criteria?

Answers and explanations come after you submit.