Use what-if analysis on estimates
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
Enabled for | Public preview | General availability |
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Users by admins, makers, or analysts | Aug 2025 | Oct 2025 |
Business value
This feature empowers users to simulate various estimation scenarios by adjusting key pricing dimensions, providing real-time insights into quote estimations. Users can explore different strategies and quickly identify the most effective path to achieve their financial goals. By manipulating factors such as price, discount rates, and cost reductions, users 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.
Feature details
This feature introduces a robust what-if analysis capability for estimates, enabling users 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.