You are a Dynamics 365 Sales administrator. You configure a forecast template that uses the Forecast category as a starting point for a layout for the sales team. The sales manager wants the value…

Question

Options

• AEdit the existing forecast and update the Amount column in the layout.
• BEdit the existing forecast, remove the Lost column, and add a new calculated column.
• CCreate a new forecast and update the Amount column in the layout.
• DCreate a new forecast, remove the Lost column, and add a new calculated column.

• A
  19% (9)
• B
  42% (20)
• C
  10% (5)
• D
  29% (14)

Explanation

To change the value of the Lost column to pull from the Total Detail Amount instead of using the default value, you should edit the existing forecast. The steps involve removing the existing Lost column and then adding a new calculated column that can reference the Total Detail Amount. This approach allows you to customize the forecast layout to meet the sales manager's requirement effectively.

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