As you change a line's quantity or discount, Deal Desk 365 recomputes cost and margin immediately, per line and for the whole quote, so you see the impact of a discount before you commit to it, not after the quote goes out.
What you see
- Each line shows its Cost, Margin, and Margin %; the quote shows its overall Margin and Margin %.
- Margin is revenue minus cost. Line cost is the product's per-unit cost multiplied by the quantity, on the same scale as the line's extended amount.
Where cost comes from
- Cost comes from the product's Standard Cost, set by an administrator on the Deal Desk tab of the product record.
- It can be overridden per line with a Cost Override when a specific deal needs it. The override is a per-unit figure and is extended by quantity before it is subtracted from revenue.
- A product with no Standard Cost and no override reads as 100% margin. If a line looks too good to be true, check the cost first.
When it recalculates
Margin is computed synchronously, in the quote's currency, on every line create, change, or delete. There is no nightly job or report refresh to wait for. Quotes in other currencies use the exchange rates you already maintain in Dynamics 365.
Margin, floor, and discount checks run only on price lists an administrator has opted in with Govern Pricing. See Pricing rules.
Next
Discounting a line past its floor flags it right away. See Floor breaches.