% Calculations in HubSpot (e.g. % Gross Profit)

Revenue Hub Commerce Tools
5

Hi @marie9423498 :waving_hand: — you’re definitely on the right path, and this is a great use case.

You’re correct that the formula for % Gross Profit is simple:

(Gross Profit / Revenue) * 100

However, the challenge comes from implementing that in HubSpot’s Custom Report Builder, especially when you’re working with Deals + Line Items.

Why This Is Tricky in HubSpot

HubSpot doesn’t currently support dividing one aggregated metric by another (e.g. sum of margin ÷ sum of revenue) directly in the Custom Report Builder unless you have formula fields available.

Also, calculated properties can’t be created for Line Items, and calculated fields at the Deal level can’t reference associated Line Items natively.

:white_check_mark: Your Options

1. Use Formulas in Custom Report Builder (if your account supports it)

If you see an “Add formula” button in the Custom Report Builder:

  • Add Sum of Margin and Sum of Total Contract Value to the report

  • Click Add formula and enter:

    ([Sum of Margin] / [Sum of Total Contract Value]) * 100

  • Name it Gross Profit %, format as percentage

That’ll do exactly what you’re looking for — a real-time calculation in the report.

2. External Calculation via API or Workflow

If formulas aren’t available in your account, consider this workaround:

  • Create a custom property on the Deal object (e.g., Gross Profit %)

  • Use a third-party tool (Zapier, Make, or custom API script) to:

    • Fetch the total margin and revenue from associated Line Items
    • Calculate Gross Profit %
    • Push it back to the Deal property

Then you can report on the property normally.

3. Export & Calculate in Excel or Google Sheets

Classic fallback:

  • Export the data from your existing report
  • Use a pivot table to group by month
  • Create a column that does: =Margin / Revenue * 100

Summary

Option Description Best For
Formula in Custom Report Builder Build the % field right inside the report If using Enterprise tiers or Reporting Add-on
API or Integration Push pre-calculated % into a Deal property If you have developer resources
Excel/Sheets Calculate manually post-export For quick monthly snapshots

Hope that helps! Let me know your HubSpot tier if you’re unsure whether formulas are available — happy to confirm what’ll work best for your setup. :raising_hands: