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Our Sales Teams are compensated off of the Gross Profit (GP) that they bring in. As I am getting familiar with the Products and Price List in D365 CE I am noticing that there doesn't seem to be anything out of the box that would support me entering a Cost-Of-Goods-Sold (COGs) for a product and in turn computing GP. Before I started adding a bunch of additional fields I wanted to ping the community to see if there was a preferred way of accomplishing this in D365-CE. Thanks in advance for your input.
There are a number of related articles that talk about "Current Cost" and "Standard Cost" but I don't see anywhere to specify those values.
Any input on this would be appreciated.
After further research it appears that there are fields on the base product (Current & Standard Cost) that can be used to store the COGs value. With that ability I can setup the Price List Item to provide a markup on the items. My outstanding question is how to include the GP (gross profit) in reporting views.
You could add your own formulas without customizations by the use of Excel templates:
It's possible to add your own custom calculations with a plugin:
Thanks for the input. While the Excel based approach will work for some users I would prefer having most of the data delivered via a dashboard control.
If you know the margin on the products, you're able to calculate the Gross Profit.
Here is more info about pricing methods:
There're several options:
- Try to configure Goals
- You could add a calculated field to the Opportunity Product entity to calculated the gross profit in the item/row itself (not a best practice, I believe); add a rollup field to the opportunity that will roll up the calculated gross profit of all related items
- Use Reports
- Use Power BI to get data from CE and do the calculations you need and embed chart in dashboard
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