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ReportMy business targets, reporting and focus is all around gross profit and not revenue. We have a list price and buy price for all of our products and salesman will sell for any value in between the two. I have found the area against products to record 'standard cost price' and 'current cost price' and managed to pull this info through on the view when selecting products on the opportunity page. List price is also presented from the price list selected. for manual write in products I have created a field for cost price to be typed in and also displayed in the view. So where my products are listed by line I have:
Product
Quantity
List Price
Discount
TOTAL Line Revenue
Current Cost Price (unit)
Manual Cost Price (unit or total)
I then want to create a field to calculate the following: ((Total line revenue)-(Quantity*Current Cost Price))+((Total Line Revenue-Manual Cost Price))
as the line item might be existing or write in product, but this calculation should give me the gross profit by line.
I'd then want to create a calculation field / roll up field? to give me the estimated GP figure which I can replace the Estimated Revenue figure throughout the system and report on GP of opportunities and orders etc.
The issue I have however is that the 'standard cost' and 'current cost' fields do not seem to pull through to any other entity so while I can get them to display when selecting the product by looking up from a related entity, I can not select them from within the opportunity entity to use in my calculations.
Is there a way of either making this information accessible to use in my calculation, or creating a workflow of sorts to update another field with the same data so that I can then use the new field?
Or is there a much more obvious way to use the cost pricing and report on profit over revenue?
Thanks in advance for your help.
James
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