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Dynamics 365 Community / Forums / Dynamics 365 general forum / Tracking Gross Profit ...
Dynamics 365 general forum

Tracking Gross Profit in D365 CE

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Posted on by Justin Palmer 40

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.

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  • Suggested answer
    StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: Tracking Gross Profit in D365 CE

    Hi Justin,

    If you know the margin on the products, you're able to calculate the Gross Profit.

    Here is more info about pricing methods:

    missdynamicscrm.blogspot.com/.../pricing-method-in-microsoft-dynamics-crm-product-catalog.html

    There're several options:

    - Try to configure Goals

      community.dynamics.com/.../how-could-i-get-the-profit-margin-on-md-crm

    - 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

  • Justin Palmer Profile Picture
    Justin Palmer 40 on at
    RE: Tracking Gross Profit in D365 CE

    Stefan,

    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.

  • Suggested answer
    StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: Tracking Gross Profit in D365 CE

    Hi Justin,

    You could add your own formulas without customizations by the use of Excel templates:

    docs.microsoft.com/.../analyze-your-data-with-excel-templates

    docs.microsoft.com/.../manage-excel-templates

    It's possible to add your own custom calculations with a plugin:

    https://crmchap.co.uk/implementing-custom-calculations-for-sales-entities-dynamics-crmdynamics-365-for-enterprise/

  • Justin Palmer Profile Picture
    Justin Palmer 40 on at
    RE: Tracking Gross Profit in D365 CE

    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.

  • Justin Palmer Profile Picture
    Justin Palmer 40 on at
    RE: Tracking Gross Profit in D365 CE

    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.

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