This feature introduces a robust what-if analysis capability for estimates that enables you to model scenarios and evaluate their impact on key financial goals.
Scenario modeling: Use existing quotes to simulate scenarios and assess their effects on goals like profitability and gross margins.
Goal-oriented analysis: Select specific goals and target values to model pricing changes effectively.
Dynamic pricing dimensions: Adjust key pricing dimensions to explore how changes influence the selected goals.
Informed decision-making: Review multiple what-if analysis models, compare outcomes, and apply the most suitable option to the quote.
Business Value:
This feature empowers you to simulate various estimation scenarios by adjusting key pricing dimensions, providing real-time insights into quote estimations. You can explore different strategies and quickly identify the most effective path to achieve your financial goals. By manipulating factors such as price, discount rates, and cost reductions, you can optimize profitability and align quotes with specific sales targets.
Automated calculations save time, reduce errors, and enhance negotiation flexibility, enabling sales teams to confidently tailor proposals to client needs while safeguarding their bottom line. This ensures that every quote meets both customer satisfaction and business objectives.
Enabled for:
Enabled by admins/makers/marketers for end users
More info: https://learn.microsoft.com/en-us/dynamics365/project-operations/sales/quote-what-if-analysis
GA date: April CY2027
Preview date: March CY2026