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Articles tagged "margin" returned 4 results.

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Creating A Target Chart

...‘Pipeline vs Forecast’. Close modal You can also create user targets based on the local margin value and margin percentage of quotes from the sales and forecasts lists. You can...

Creating a Quote

...note that the Quote Currency will overwrite the Opportunity currency. Margin The margin is calculated automatically against the quote. Once the products have been added to the quote Margin fields...

Products

...calculate margin on your product sales against a quote. Standard fields are available which you can add to your quote – Margin and Margin Percentage. Product Settings Review the Product...

Creating A Gauge Chart

What are Gauge Charts Gauge charts are a special type of Target Chart that measure the performance of Gold-Vision items e.g. Sales against a set goal. These charts are show...