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Method Community » Method:Classic » Method:Classic General Q&A » Add capability to view Margin/Markup in opportunities and estimates?

Add capability to view Margin/Markup in opportunities and estimates?

Last post 01-22-2019 2:28 PM by Method_Inderdeep. 1 replies.
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  • 01-19-2019 1:47 PM

    Add capability to view Margin/Markup in opportunities and estimates?

    Reply Contact

    Hi all

    I have just signed up to Method and have been entering some customers and opportunities with the retrospective line items.

    I want to be able to see the cost, sell price and margin's of deals with a consolidate view of deals for forecasting purposes (revenue, margin etc).

    What's the best way to get this result? Im not sure if its in opportunities or estimates at this stage ? 

    Thanks

    James 

  • 01-22-2019 2:28 PM In reply to

    Re: Add capability to view Margin/Markup in opportunities and estimates?

    Reply Contact

    Hi Jamesvree,

    Welcome to Method! Can you provide me more detail about your workflow? When you say about deals, what are you referring as deals in Method?

    Also, with every Method:New account, you get one free hour of consulting with our Consulting team. If you would like to use that free hour to learn about how to customize or have them customized for you. Let me know.

    Regards,

    Inder
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