CloudLink Ideas Portal

New fields in COTI that show GP for both multi- and single-currency quotes

  1. New field:

    1. QuotedGP = DealSheetAmountInInvoiceCurrency - PackageGrandTotal_CostAmount

    2. Read only.

    3. Default label: Quoted GP

  2. New field:

    1. QuotedGPPercent = QuotedGP / PackageGrandTotal_CostAmount will reflect the gross profit percentage based off of the correct cost field.

    2. Read only.

    3. Rounded to two decimal places.

    4. Default label: Quoted GP %

  3. These new fields will be updated whenever the connected quote is updated.

  4. These new fields will only populate the Financials page for new deals

  • David Vuong
  • Apr 1 2025
  • Scheduled
COTI
  • Attach files

Related ideas



If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support