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
Users by admins, makers, or analysts	Feb 2026	Sep 2026

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.

Feature details

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.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.