This new function calculates the costs of a Deal automatically – now there’s no need to create complicated Excel tables, the system does it all for you!
How does it work?
In the Product details, simply fill in the Costs field and save it.
When you include this particular product in a Deal, the system automatically uses the pre-defined product costs when calculating the total Deal Value. Of course, you can always go back and change the costs of the product if you need to. Just go to the product, click on the pencil icon, and enter the new figure for the costs.
And a great new type of analysis!
Together with the automatic cost calculation we’ve also introduced a new type of analysis – Deal Profitability. With just two clicks you can display the sales achieved as part of the Deal, showing profits, margins or other parameters. Just select the period you want to analyze and see at a glance which Deals were the most successful.