Hello Trailblazer Community,
I am fairly new to Sales Force so apologies if this has been answered elsewhere. I've searched a bit and can't seem to find an exact answer. My company has recently started using Sales Force Lightning to start tracking the quotes we are submitting to our customers. We are logging these as opportunities that capture the total Revenue and expected gross profit for each quote.
I am looking for a way to have the gross profit margin % calculated and listed as a column in a report but don't see a preloaded column option for this. The goal is to be able to view the gross profit margin % per opportunity as well as the average gross profit margin for all opportunities entered.
Is there a way to enter a formula in Sales Force (like in excel) so this is calculated automatically when entering the Revenue/Gross Profit for each opportunity? Or is this already being calculated in the background somewhere within Sales Force and I just need to check a box?
Any feedback is greatly appreciated!
Jenna Weiner (AgWest Farm Credit) 
Forum Ambassador
Hi there! It sounds like you're saying you have two custom currency fields you're using for Revenue and Gross Profit. Is that correct?
There isn't a standard Gross Margin Amount or Gross Margin % field. But, it's a very simple thing to implement. There are two options available to create a formula similar to Excel.
1) If you want to add it to the Opportunity page itself, so that the user sees it while viewing their Opportunity, you can create it as a custom formula field on the Opportunity. This is something only a system admin can do.
2) The second approach is if you only need it to be accessible via a report (and is a great option if you are not a system admin). You can use a row-level formula to perform the calculation.
Which option sounds like it would be a good fit for your org?
