Line Item 'Edit panel' change, no more Margin %

Smart CRM & Sales Hub CRM
1

Hi,
When editing a Line Item, it used to show
- Unit Price

- Unit Cost

- Your Margin (%)

Now it shows the Margin in actual numbers. Does anybody know how to change this back, or how to edit the ‘Edit’ page?

2

Hey, @KellyJane :waving_hand: Can you add a screenshot of what you currently “see”? I know you may not have one for the “previous” way it displayed, but a screenshot can help our community members better understand the issue.

3

Hi @KellyJane

HubSpot recently updated the Line Item edit panel to show Margin as an absolute value instead of a percentage, and there’s currently no setting to change it back.

What you can do: Create a custom calculated property for Margin %:
((Unit Price - Unit Cost) / Unit Price) * 100

For reference, here are relevant HubSpot community discussions:

Thanks, hope this helps!``

4

Hi @KellyJane, I understand what you’re facing.

@Jaycee_Lewis Here’s ss for your reference (this is line item editor card in deals)

MohakSethi_3-1753262270486.png
MohakSethi_3-1753262270486.png773×119 6.57 KB

It is not possible to edit the Margin field as of now.

@Balaji_Mavlers1 I have looked into a workaround for creating your own property, but the Product object doesn’t allow you to create a calculation property yet, and it doesn’t seem to be in pipeline for the time being. Refer here

Best advice would be to upvote the idea in the community: https://community.hubspot.com/t5/HubSpot-Ideas/Line-Items-Margin-in-a-Percentage-rather-than-a-Cost/idi-p/1018180

If this helps in any way, please give it an upvote :+1:t2: to help the community.

5

Hi @KellyJane
HubSpot recently updated its Line Item edit panel UI, and by default, the Margin field now displays as a currency amount instead of a percentage. This is a global change and currently, HubSpot does not provide a built-in toggle to switch it back to percentage in the edit view.

What You Can Do:

Create a Custom Property for Margin %

  • Use Calculation Property: Create a custom property called - Margin(%)
  • Use a formula like: ((Unit Price - Unit Cost) / Unit Price) * 100
  • Save the property.

Add Margin % to the Line Item Editor

  1. Go to Quotes or Product Library where Line Items are used.
  2. In your Record Customization, include the new Margin % property so it appears in the sidebar or table view.

Let me know if you have any questions.