Apply conversion factors to line items

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Looking for some advice about custom properties in product line items.
Our sales commission plans are set at different rates for different products. This means that, in order to calculate our commissions, it is necessary to first apply a conversion factor to the revenue associated with the individual products that are attached to a deal, and then sum the converted amounts at the deal level.

I believe I see how to accomplish the second part of this (a custom property on deals that sums a property from line items). The challenge is the first part. If it were possible to create a calcuated property on line items, I believe that would do what I need, because I could use one custom property to define a conversion factor for each item, and then have a second property defined as the product of the relevant revenue property and the conversion factor. However, I see that this isn’t currenty possible:
https://community.hubspot.com/t5/HubSpot-Ideas/Calculated-properties-for-Products/idi-p/342943
Right now I think the best option may be to just define the conversion factors in one custom property and have the user manually multiply the revenue and enter the result in a second property. However, I’m wondering if there might be another way to accomplish this that I’m not thinking of.

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Hi @SnapDaniel,

Thank you for reaching out!

I wanted to invite our subject matter experts to see if they have insight.

Hi @franksteiner79, @SNigam, @HubDoPete - Do you have any recommendations for @SnapDaniel?

Thank you!

Best,

Kristen

3

Thanks @kvlschaefer for tagging me,

@SnapDaniel I think you could consider is to create a custom script that runs in the background and updates the line item custom properties based on the conversion factor and revenue values. This script could be triggered by a change in the conversion factor or revenue, and it would ensure that the converted amounts are automatically calculated and updated in real-time.

You could implement this script using HubSpot’s APIs, and you could use one of the programming languages that HubSpot supports, such as JavaScript, to write the script. This would allow you to automate the calculation process and eliminate the need for manual intervention.

Thank you

Shubham Nigam