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DealerTeam

Percentage or Dollar Values in Deal

Goal

After completing this how-to you will have the option of seeing your profit in a deal in Dollars or Percentages.

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.
 

New Feature: DealerTeam has added a toggle switch on the Deal Recap Tab in the deal, it will toggle between the profit in Dollars or a Percentage.

User Notes: If you do not want to have gross displayed on the screen at all see Hide Cost and Profit in Deal.

 

 

When you start a deal the default is to have the gross in Dollars displayed on the deal. we have installed a Toggle Switch at the top of the screen to change the dollar value to a Percentage.

Toggle switch for Gross in dollars

 

When the Toggle Switch is clicked it will display the gross in a Percentage.

Toggle switch for Gross in percentage