The pricing breakdown on an opportunity lets you estimate the cost of a deal before it becomes a project. The total is calculated automatically as you fill in the fields.
Adding pricing to an opportunity
To add a pricing breakdown, open the opportunity and go to the Info tab. The pricing section is in the main content area, below the core fields.
Enter amounts in any of the following fields.
Field | What to include |
Labor | Cost for your team to produce, install, or service the work. |
Travel | Costs to get your team to the job site: fuel, accommodation, and similar. |
Materials | Physical materials needed for the job: vinyl, frames, hardware, and similar. |
Vended | Costs from third-party vendors or subcontractors. |
Site survey | Cost for a site survey visit. |
Permit cost | Any permit fees required for the job. |
Equipment rental | Cost of renting equipment such as lifts or scaffolding. |
Misc | Any additional costs that do not fit the other categories. |
The Total field at the top of the Info tab updates automatically as you enter amounts. You do not need to fill in every field, leave any unused fields blank.
The currency used in pricing fields is set in your workspace's localization settings and applies to all opportunities. It cannot be changed per opportunity.
FAQ
Does the pricing carry over when an opportunity is converted to a project?
Does the pricing carry over when an opportunity is converted to a project?
Pricing does not carry over to the project. The breakdown stays on the opportunity record, and you can open it any time from the link on the project's Info tab.