Profit dashboard

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi

I have a question and hope you could help me.

First of all, I am new to Hubspot. the problem is I have a hard time finding our total profit.

We are a B2B marketplace so our revenue is our transaction value and whenever we make a quote we mention the cost and the selling price. So we clearly see the profit on each quote but we cannot find a dashboard that helps us see the total profit.

Thank you for helping.

Regards,

2

@AThiombiano

This is not possible at this moment but I invite you to upvote and comment this idea in Ideas Forum regarding this.

HubSpot offers margin field/calculation in line item objects (products associated with a deal). You can read more about it here.

You can always create custom made properties to facilitate your reporting.

Cheers,

Stjepan

3

Hi @StjepanGrcic thank you so much for your answer.