Profit Margin
Is there a way to track profit margin on quotes and orders? My company resells products. Below is what I am trying to do. Is this possible?
When I load an item into the Price Book, I would like the ability to load my acquisition cost as the baseline cost. When I create a quote, I would like to have see the acquisition cost, and have a seperate field where I can enter the cost I will sell the product for. Then, I would like Zoho to auto calculate the $ profit and profit margin for each quote.
I would like this also the profitability to "roll up" into the forecast function. So along with revenue, I can see the profitability on all pipeline opps (again, would need to enter expected profitability both as a percentage and actual dollars).
Is this possible?
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Topic Participants
csm
Jeremy Nagel - www.smooth.tel
Javier M.Florén
briand
Rob Horsfall
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