Recalculate an opportunity in Dynamics 365 Sales
When you add a product to an opportunity, the opportunity's estimated revenue value is calculated based on the price, discounts, taxes, and other pricing modifications for the product.
To change the estimated revenue value of an opportunity based on any changes to the associated products or product quantities, recalculate the opportunity.
Recalculate an opportunity
In the list of opportunities, open the opportunity for which you want to recalculate the estimated revenue.
Go to the Product line items tab, and verify that Revenue is set to System Calculated.
In the grid, modify the list of products associated with the opportunity.
Select Save.
On the command bar, select Recalculate.
Important
If there are any changes to existing opportunity products associated with closed opportunities, the prices aren't recalculated.
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.
Related information
Create or edit an opportunity
Nurture sales from lead to order
Print quote, invoice, or other records
Dynamics 365 Sales troubleshooting guide