Viewing the Opportunity Cost and Revenue Summary

The cost and revenue summary on an opportunity enables you to easily evaluate the potential profit or margin, based on values taken from resource requests recorded on the opportunity.

The cost and revenue summary values are calculated dynamically each time you view the opportunity detail page.

To view the cost and revenue summary for an opportunity:

  1. Click the Opportunities tab.
  2. Select the opportunity you want to view.
  3. Review the values in the Cost and Revenue Summary section on the opportunity detail page as described in Custom Opportunity Fields.
Note:

If the Cost and Revenue Summary section is not visible, you will need to add it to your Opportunity page layout.

Related Concepts

Assignments and Schedules

Milestones

Projects

Resource Requests

Related Tasks

Viewing the Project Cost and Revenue Summary

Reference

Project Fields

Custom Opportunity Fields

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