Internal margin visibility: total-deal and per-bundle profit/margin (internal-only, hidden from customer)

Show profit and margin % for internal usage on quotes, so the team can confirm a deal hits a target amount or percentage even when individual products are sold at or below cost.

Scope covers two levels:

  • Total deal: profit and margin % on the whole quote (original request).

  • Per bundle: an internal, settable margin field on each bundle where the user records the target margin amount or %, so margin can be steered per bundle rather than only across the whole quote.

Hard requirement: all of this is internal-only. It must never be shown to the customer or appear on any customer-facing document.

Keywords: marge, margeveld, bundle margin, per-bundle margin, internal margin, hidden from customer, target margin, deal profit

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Upvoters
Status

New

Board
πŸ’‘

Feature Request

Tags

[CMP]_Quotes

Date

About 1 year ago

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