A Sales CRM bolt-on solution for Cash Flow Forecasting
- As this relates to forecasting data, it would mainly involve Artificial Intelligence (AI) if users allow the data to be moved into Azure/our server to do this forecasting with a set of algorithms.
- But as this has to reside within CRM and data has to be given out dynamically at run-time, there are 3 approaches which probably suits the need
- Using Power BI reports
- Creating custom SSRS reports within CRM
- Customizing entities and updating the custom fields so users can create any reports they need from within CRM itself
- here might be other solutions which Microsoft gives with Sales Hub (Forecasting Leads/Opportunities) https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/configure-forecast
If you’d like to find out more about Forecast365, get in touch with us today.
Last Updated: April 26, 2022
September 20, 2020
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