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Opportunity: How to highlight lost products in an overall won opportunity

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Posted on by Community member

Hi Community,

I recently came across a scenario where a business had won an opportunity, but only a selection of the opportunity products where won while others were /lost/.

Is there a way of excluding the products that were lost/not relevant from the revenue, margin calculations etc?

The business still want to /lost/ opportunity products to have some sort of relation to the won opportunity, because it will be used for reporting purposes.

Anyone else that has come across similar type of scenario?

Thanks!

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Leah Ju Microsoft Employee on at

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Opportunity: How to highlight lost products in an overall won opportunity

Hi Partner,

Revenue?

Estimated Revenu or Actual Revenue?

1.When you add a product to an opportunity, the opportunity's estimated revenue value is calculated based on the price, discounts, taxes, and other pricing modifications for the product.

https://learn.microsoft.com/en-us/dynamics365/sales/recalculate-opportunity

2.when you close one opportunity, the Actual Revenue can be populated manually:

https://learn.microsoft.com/en-us/dynamics365/sales/close-opportunity-won-lost-sales

In Actual Revenue, Verify the amount, and make changes, if necessary.

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

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