Cost Price and Margin Calculations in an opportunity

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Posted on by Clajone

Hi all,

Using Dynamics 365 Sales - is there a way to enable the margin/profit calculations within an opportunity that has products associated to it?

E.g. if I have an opportunity for a sale I can see the estimated revenue which is great but I really want to be able to see the profit margin both as a currency figure and as a percentage.

Is this possible out of the box or does it require some customisation? If so, do you know what customisation is needed?

Thanks.

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Amit Katariya007 8,596 Super User 2024 Season 1 on at

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Cost Price and Margin Calculations in an opportunity

Hello User,

If you have both details like cost price and estimated revenue on opportunity then you can create 2 calculated field, one for profit and one for profit in percentage.

Click here

Thank you,

Amit Katariya.