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.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise or Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing
Security roles	Any primary sales role, such as salesperson or sales manager More information: Primary sales roles

Recalculate an opportunity

1. In the list of opportunities, open the opportunity for which you want to recalculate the estimated revenue.

2. Go to the Product line items tab, and verify that Revenue is set to System Calculated.

3. In the grid, modify the list of products associated with the opportunity.

4. Select Save.

5. 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 options in your app?

There are three possibilities:

• You don't have the necessary license or role.
• 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.

See also

Create or edit an opportunity
Nurture sales from lead to order
Print quote, invoice, or other records
Dynamics 365 Sales troubleshooting guide