@ethankopit Ideally there needs to be deal property(s) that reflect the total margin of the deal . All the stakeholders I have are begging for margin reports but also things like workflows that send notifcations for big deals over £X margin. They want to see margin on the pipeline view.
At the moment our sales team are calculating the sales gross monthly margin and adding it to the deal names so they can see at a glance on the pipeline how much a deal is worth, they get comission on margin not on overall value.
Literally nobody in my company cares about overall deal value, it’s all about the margin.
Hope that helps ![]()