Analysis of project quotes

Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app version 3.x

Dynamics 365 Project Service Automation analyzes project quotes to estimate profitability. It also analyzes how well the quote is aligned with customer expectations about the delivery date or completion date, and about the budget.tions.

Profitability analysis

Project Service Automation analyzes profitability by using the gross margin and the adjusted gross margin.

• Gross margins are calculated by using the following formula:

  (Sum of estimated chargeable sales value – Sum of estimated chargeable costs) x 100

• The adjusted gross margin is calculated by using the following formula:

  (Sum of estimated chargeable sales value – Sum of all estimated costs) x 100

If the values for gross margin and adjusted gross margin differ by a wide margin, much of the work in the quote is classified as non-chargeable.

Analysis of customer expectations

You can analyze quotes and generate charts for customer expectations about the schedule and budget if you enter values for the following fields:

• The Requested delivery date field on the quote header.
• The Customer budget field for each quote line (for project-based lines and product-based lines).

Analysis of customer expectations about the schedule is done by comparing the latest end date of the quote line detail with the requested delivery date across all quote lines in the quote.

Analysis of customer expectations about the budget is done by comparing the sum of the total customer budget with the quoted amount across all quote lines.