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Track Revenue Opportunity Cost & Revenue

 
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Lyncean
138 posts

Hi can we edit the track revenue opportunity so that it shows the value of the job the cost of the job and profit and then have that included in the opportunities report?

It now only shows a single revenue figure which is very limiting.

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Administrator
3952 posts

Have you considered adding your own custom fields to the opportunity activity?  It won’t perform calculations automatically but will let you track your own data.

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Lyncean
138 posts

Thanks for the suggestions. I am adding fields now and can add my own totals if I export to a spreadsheet. This however is far from being ideal as the spreadsheet has to be created and toyed with every time an executive wanted to have visibility on the business. I am guessing if you guys added the ability to have a tick box next to customized fields then these fields should be automatically added to the opportunities managed by report for accounting visibility.

Many thanks for the continued support and suggestions.

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Administrator
3952 posts

I am guessing if you guys added the ability to have a tick box next to customized fields then these fields should be automatically added to the opportunities managed by report for accounting visibility.

Just to confirm any custom fields added to the opportunity activity are automatically shown on the manage opportunities report grid.  You just need to add the calculated values and the team will see them.

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Lyncean
138 posts

Again thanks for the update. I had already discovered that not long after your post.