My industry works based on commission. Which means we sell other company’s products and get a percentage of the price. Prices can be very dinamic and change at every deal.
Unfortunately, when creating products we cannot put the cost of it as a % of the price and that makes it impossible for us to have real profit numbers in the CRM
Does anyone have suggestions or ideas on how to solve that? Hubspot team, let’s make this change! I bet there’s other people who would benefit from this feature!
@FerMaia - I wrote this HubSpot Hack article on how to use custom calculation deal properties to calculate and report on the margin % at a deal level (all line items associated to a deal) if of use: Margin % HubSpot Hack
Alternatively, if it had to be at a line item level you could use a dataset to calculate the margin % of each line item: Create and use datasets
I am trying to follow your aritcle but struggling to find which properties I need to use in the deal calculation properties in order to calculate the % margin. Can you share any pointers?
Sorry for the late reply, I’ve been trying to wrap my head around this. Although your solution is pretty smart and it definitely helps, it does not solve my problem, because it is in a line item level
But I suppose thats only available in the Operations Hub enterprise. So Im still stuck, but I really appreciate your help!