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Customer experience | Sales, Customer Insights,...
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Cost Price and Margin Calculations in an opportunity

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Posted on by 6
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. 
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    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.
     
     
    Thank you,
    Amit Katariya.

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