09 · Power Automate · Dataverse
Quote to project
A won quote starts again in a spreadsheet.
Calculate the margin, request approval and turn the quote into a project.
Demo on fictional data — never customer data.
OFF-0087 already became PRJ-0087. This quote is a new one, in your session.
- Sell
- €13,600
- Cost
- €11,200
- Margin
- 17.7%
Below 25% margin. Approve first, then convert.
Marge =
DIVIDE ( [Verkoop] - [Kostprijs], [Verkoop] )
Goedkeuring nodig =
[Marge] < 0.25