You are creating a forecast.

Requirement Analysis:

The goal is to include only specific opportunities—those that " sell " —in the forecast. This requires the ability to selectively include opportunities that meet specific criteria, such as the status, stage, or type of sale.

Solution - Using Additional Filters:

In Dynamics 365 Sales, additional filters can be applied within the forecast configuration to refine the opportunities included. Filters allow you to specify criteria such as opportunity status, probability, estimated revenue, or any custom field that signifies the opportunity has " sold. "

By setting up filters, you can ensure that only opportunities matching the desired criteria are included in the forecast, providing a targeted and accurate view of expected sales.

Steps to Configure Additional Filters in Forecasting:

Go to Sales > Forecasts, and select or create a new forecast.

In the forecast settings, navigate to Filters and add conditions that define which opportunities are included. For example, you can filter based on status (e.g., only include opportunities marked as " Won " ).

Save and apply the filter settings to ensure only the relevant opportunities appear in the forecast.