Skip to main content

Notifications

Dynamics 365 Community / Forums / Sales forum / Cost Price and Margin ...
Sales forum
Suggested answer

Cost Price and Margin Calculations in an opportunity

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 7,376 Super User 2024 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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Give Back to the Community this Month

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,802 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,133 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,154

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans