Line Item Calculations

I have a need to calculate margin per year on a multi year deal because my costs may change from year 1 to year 2. The best I can tell, there is really no way to aggregate any line item data for use like this.

For example, if I had a product item that had 4 custom properties on it, Year 1 Price, Year 1 Cost, Year 2 Price, Year 2 Cost, is there any way at the Deal level for me to see Net Year 1 Price for all line items, Net Year 1 Cost, Net Year 2 Price, Net Year 2 Cost?

I’m new to Hubspot, evaluating if it really meets our needs as an organization.

Thanks for any advice!

Hi @AGunther9, I hope that you are well!
It’s great to see you posting on the Community, thank you for asking!
I have found these similar threads that might help you:
- Calculating total value of deals with multi-year products charged annually
- Goals vs Revenue for Multi-Year Contracts
I also wanted to invite a couple of subject matter experts to this conversation: Hi @Jnix284, @Anonymous and @LouiseHare do you have suggestions to help @AGunther9, please?
If anybody else has anything to add and/or share, please feel free to join in the conversation :slightly_smiling_face:
Thanks a lot and have a fantastic day!

Best,
Bérangère

Thanks for the tag @BérangèreL and wish I could provide better insight @AndyGunther, this specific use case isn’t one I’ve built out yet. @RQuinn9 dealt with something similar on a client build that involved multi-year subscriptions using line items and might be able to jump in to help.