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Forecasts vs. Goals in Dynamics 365: Choosing the Right Tool to Drive Sales Performance

  • Microsoft Dynamics 365 Sales offers two core capabilities to support sales performance: the Goals module and the Forecasts module.
  • The Goals module is ideal for setting and monitoring static targets like revenue goals and activity counts, whereas the Forecasts module provides real-time revenue visibility based on deal progression within the CRM.
  • Choose the Goals module for fixed targets and simplicity, and opt for the Forecasts module for agility, advanced insights, and predictive performance management.
  • Array Platforms specializes in helping organizations optimize Microsoft Dynamics 365 Sales by configuring the Forecasts and Goals modules, aligning CRM tools with sales methodologies, training teams on best practices, and leveraging AI and analytics for better decision-making.

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